Podcasts about market outlook

In this episode, we explore how focusing on the right actions can lead to greater success in real estate investing. Vinney shares insights on wealth building and effective investment strategies that can enhance your passive income. Don't miss out on this valuable discussion that emphasizes doing what truly matters!

What does a true market veteran see coming next? In today's episode, I'm joined by John Rowland, CMT, a longtime professional trader with decades of experience on the New York Mercantile Exchange (NYMEX) floor. John brings a boots-on-the-ground perspective shaped by real liquidity, real order flow, and real market stress. We'll break down the current market environment, discuss where risk is building, where opportunity may emerge, and get John's outlook for 2026 across key asset classes. If you want insight rooted in experience—not headlines—this is a must-listen conversation. Listen now:

Significant policy shifts are reshaping water infrastructure investment across North America. Greg Goodwin, Bluefield Research Senior Research Director, joins host Reese Tisdale to discuss his latest semi-annual policy review covering regulatory changes, budget developments, and emerging frameworks in the U.S. and Canada. The conversation examines a two-speed regulatory environment where traditional pollutant standards face relief while PFAS enforcement intensifies. The episode explores critical deadline pressures around the Colorado River, where Seven Basin States missed their November target and face a February 14th federal intervention threshold. Greg also contrasts U.S. and Canada infrastructure approaches, highlighting Canada's CAD$54 billion supply-driven investment strategy that builds water capacity ahead of demand tied to housing targets. Key topics include: Two-speed regulatory reality: traditional pollutant relief versus PFAS enforcement intensification State veto power elimination and project acceleration across energy, agriculture, and transportation sectors Colorado River deadline crisis and potential federal intervention scenarios Canada's supply-driven infrastructure model and housing-tied water capacity expansion If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. & Canada Water Policy Review: Key Developments and Market Outlook, H1 2026

In this solo episode, Michael Blank breaks down what really happened in multifamily during 2025 and what investors should expect in 2026. He unpacks supply and demand trends, rent growth, interest rate expectations, and the affordability crisis shaping renter behavior. While the last few years have been challenging, Michael explains why 2026 is likely a year of stability that sets the stage for long-term growth—and why today's risk-adjusted returns may be better than they've been in years.Key Takeaways2025 was a year of absorption, not growth — record demand was offset by an unprecedented wave of new supply, keeping rents flat to down. New construction is falling sharply, with permits dropping and high interest rates making most projects uneconomical. Affordability favors renting, as buying a home now costs significantly more than renting, supporting long-term rental demand. 2026 consensus outlook is stability with modest rent growth, likely around 2%, setting up normalized growth in 2027 and beyond. Interest rates are expected to be flat to slightly down, a meaningful shift from the uncertainty of the past three years. Lower leverage and better pricing improve risk-adjusted returns, making today's environment healthier than the frothy market of 2021–2022Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the Nighthawk Equity Investor ClubReview the Podcast on Apple PodcastsSyndicated Deal AnalyzerGet the Book, Financial Freedom with Real Estate Investing by Michael Blank For full episode show notes visit: https://themichaelblank.com/podcasts/session509/

On January 29th, 2026, Steve Grzanich shares today's potential market drivers:

It's FOMC Day, and we're going straight to the source of the bond market. In today's episode, longtime bond trader William Addiss joins me to break down the Federal Reserve's latest interest-rate cut, why it happened, and what it really means beneath the headlines. We'll dive deep into the impact on bonds, yield curves, credit markets, and equities, and discuss where interest rates may be headed next as the macro landscape continues to shift. Bill also shares his 2026 market outlook, offering perspective shaped by decades of real-world trading experience—through multiple rate cycles and regime changes. If you trade macro, fixed income, or want to understand how rates drive everything, this episode is required listening. Listen now:

On January 28th, 2026, Steve Grzanich shares today's potential market drivers:

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is the final episode of a three-part series discussing this past years market performance and the outlook for 2026. In this episode, Mike and Brad discuss the stock market outlook for 2026. The guys talk about uncertainty moving forward when it comes to interest rate cuts, the labor market, effects from holiday spending, the government shutdown, and tax refunds. This is a great episode for anyone seeking insight on how 2026 could potentially shape up and what to look out for in the markets. ​ For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

On January 27th, 2026, Steve Grzanich shares today's potential market drivers:

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On January 26th, 2026, Steve Grzanich shares today's potential market drivers:

This week we break down the big drivers for grains, record corn demand, macro money rotation (metals, interest rates, and the dollar), Brazil's strong soybean and safrinha outlook, and Argentina's sliding crop conditions. Plus, why low volatility makes options worth a closer look right now.

What does a seasoned market veteran see coming next? In today's episode, I'm joined by Craig Weil, a longtime professional trader and former Chicago Mercantile Exchange (CME) floor trader, to break down the current market environment and his outlook for 2026. Craig brings a rare perspective shaped by decades of real-world trading—across cycles, crashes, and regime shifts. We'll discuss where markets stand today, what structural forces are building beneath the surface, and how traders should be thinking about risk, opportunity, and positioning as we move into the next year. If you value experience over hype and insight over noise, this is a must-listen conversation. Listen now:

We take a look at the market going into 2026, and how investors should think about the year ahead.A message from Mark and ShaniFor the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

This week, the Hivemind team discusses Bitcoin's recent price action, macro and equity market influences, perp DEX activity, and their outlooks on Solana, Hyperliquid, Lighter, and PumpFun. They also cover privacy coins, equity perps, and market cycles. Enjoy!Thanks for tuning in! – Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠ Follow Jason: ⁠https://x.com/3xliquidated⁠ Follow Yan: https://x.com/YanLiberman Follow Flip: https://x.com/trevor_flipper Follow Empire: ⁠https://x.com/theempirepod⁠ Subscribe on YouTube: ⁠https://bit.ly/4jYEkBx⁠ Subscribe on Apple: ⁠https://bit.ly/3ECSmJ3⁠ Subscribe on Spotify: ⁠https://bit.ly/4hzy9lH⁠ —- TIMESTAMPS (00:00) Introduction (01:39) Market Outlook (14:34) Saylor's Buys & Onchain Trends (27:10) Robinhood's Equity Perps (29:44) Thoughts on Lighter (42:43) Monero vs Zcash (54:55) Market Cycles —-- Disclaimer:  Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, certified financial planner Jennifer Johnson from Three Magnolias Financial Advisors dives into the pressing question on everyone's mind: What does the future hold for the financial markets, especially with the rapid rise of AI technology?The conversation navigates through the dual perspectives surrounding AI – is it a bubble waiting to burst, or a transformative force poised to reshape the economy? Jennifer shares her insights on the emotional aspects of investing, the impact of AI on job security, and how consumer behavior can influence market dynamics.Listeners will gain valuable takeaways on what to expect in the coming year, including the importance of maintaining a balanced investment portfolio and the necessity of rebalancing as market conditions fluctuate. Tune in to understand how these financial trends can affect your future and what proactive steps you can take to secure your financial well-being.To discuss your own situation, contact Jennifer Johnson with an email to jennifer@3-magnolias.com or a phone call to 336-701-1600The Triad Podcast Network is proudly sponsored by The Ginther Group Real Estate, Dewey's Bakery, and Three Magnolias Financial Advisors.

We map the year ahead for home inspectors, cutting through AI hype, clarifying what “mandatory inspection” really means, and focusing on the only dial that matters: inventory. We share why rates alone won't fix housing, how regional pricing skews outcomes, and why SEO just became a secret weapon again.• AI tools rising fast, but privacy, accuracy and human support matter more• mandatory inspection contingency explained and why it rarely guarantees volume• inventory and price as the real market levers, not just interest rates• corporate ownership of single-family homes and how policy could free supply• regional price gaps shaping inspector opportunity and strategy• cautiously positive 2026 outlook with a four to six week lag to inspections• practical strategy: don't overhire, do deepen agent ties and expand services• SEO still drives discovery while rivals quit, AEO as a smart add-on• verify AI outputs and keep your expertise at the centerDon't forget to hit that subscribe button so you can catch our future episodes as well. If you have any feedback, please send us an email at info at inspectortoolbelt.com. Also, don't forget to check out our app for home inspectors, scheduling and report writing all in one easy-to-use app. Check it out now at inspectortoolbelt.com.Check out our home inspection app at www.inspectortoolbelt.comNeed a home inspection website? See samples of our website at www.inspectortoolbelt.com/home-inspection-websites*The views and opinions expressed in this podcast, and the guests on it, do not necessarily reflect the views and opinions of Inspector Toolbelt and its associates.

On January 22nd, 2026, Steve Grzanich shares today's potential market drivers:

On January 21st, 2026, Steve Grzanich shares today's potential market drivers:

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What does 2026 really have in store for the markets? In today's episode, I'm joined by Colin Tedards, a true fundamental analysis extraordinaire, to break down what he sees shaping the year ahead. We'll dive deep into Colin's 2026 market outlook, exploring the forces driving equities, interest rates, growth expectations, and global risk. This isn't surface-level commentary—it's a fundamentals-first discussion focused on earnings, valuation, macro pressure points, and where investors may be misreading the next phase of the cycle. If you want perspective grounded in data—not headlines—this is a must-listen episode. Listen now:

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction & Action Items 3:11 – Recapping 2025: Market Performance Overview 6:06 – Looking Ahead: 2026 Market Outlook 10:11 – International Markets: Opportunities & Risks 16:32 – Emerging Technologies & Investment Themes 17:59 – FOMO in Private Markets: Are Investors Missing Out? Visit www.denverwealthmanagement.com to schedule a free consultation. 

What are the biggest opportunities ahead for the dairy sector in the coming year? How can we expect protein production and demand to evolve? And what are the expectations for global milk production and worldwide dairy demand as we look toward 2026?This week on The Dairy Download, we're excited to bring together our annual all‑star analyst panel for an in‑depth discussion of the key dairy market trends and issues shaping 2026!Tune in to hear from Mike McCully, owner of McCully Consulting; Sara Dorland, managing partner at Ceres Dairy Risk Management; and Sarina Sharp, risk manager for Ag Business Solutions and regular contributor to the Daily Dairy Report!If your company is interested in sponsoring a block of episodes of The Dairy Download, contact IDFA's Lindsay Gold at lgold@idfa.org.Like the show?Rate The Dairy Download on Apple Podcasts!

On January 20th, 2026, Steve Grzanich shares today's potential market drivers:

In this episode of Gimme Some Truth, the Nate and Clint discuss the 2026 Market Outlook, Walkner Condon's annual market outlook publication, and the key themes shaping the year ahead.Read the 2026 Market Outlook here: https://walknercondon.com/market-outlook-guide-2026/ The conversation explores insights from the 2026 Market Outlook, including diversification, concentration risk, taxation, and the evolving role of artificial intelligence in financial markets. Listeners are encouraged to evaluate their portfolios against these factors and consider how emerging risks and uncertainties may impact long-term strategy.This episode offers context around the thinking behind Walkner Condon's 2026 Market Outlook and how investors can use it as a framework for navigating changing market conditions.00:00 Introduction and Early-Year Market Reflections00:33 Market Sentiment and Recent Financial Developments01:36 2026 Market Outlook Overview01:54 Building the 2026 Market Outlook Guide04:13 Key Themes: Diversification, Risk, and Taxation06:25 AI and Market Implications11:43 Preparing Portfolios for Market Uncertainty14:16 Conclusion and Invitation for FeedbackFor more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

Welcome to Episode 208 of The Spokesman Speaks podcast. In this episode, we discuss Farm Bureau members' priority issues for the 2026 state legislative session and analyze crop and livestock markets.  Resources Mentioned in this Episode Register for the Ag Market Outlook Meeting near you. Register for a Take Root farm succession workshop near you. Register for Iowa Farm Bureau's Acres of Opportunity Conference, February 21 in Spencer.

On January 19th, 2026, Steve Grzanich shares today's potential market drivers:

In this episode of Gimme Some Truth, the Nate and Clint discuss the 2026 Market Outlook, Walkner Condon's annual market outlook publication, and the key themes shaping the year ahead.Read the 2026 Market Outlook here: ⁠https://walknercondon.com/market-outlook-guide-2026/ ⁠The conversation explores insights from the 2026 Market Outlook, including diversification, concentration risk, taxation, and the evolving role of artificial intelligence in financial markets. Listeners are encouraged to evaluate their portfolios against these factors and consider how emerging risks and uncertainties may impact long-term strategy.This episode offers context around the thinking behind Walkner Condon's 2026 Market Outlook and how investors can use it as a framework for navigating changing market conditions.00:00 Introduction and Early-Year Market Reflections00:33 Market Sentiment and Recent Financial Developments01:36 2026 Market Outlook Overview01:54 Building the 2026 Market Outlook Guide04:13 Key Themes: Diversification, Risk, and Taxation06:25 AI and Market Implications11:43 Preparing Portfolios for Market Uncertainty14:16 Conclusion and Invitation for FeedbackFor more on this topic and others check out the blog on our website: ⁠https://walknercondon.com/blog/ ⁠Visit our website for more financial planning resources and educational information: ⁠https://www.walknercondon.com⁠ ————————————————ADD US ON:LinkedIn: ⁠https://linkedin.com/company/walkner-condon-financial-advisors-llc ⁠Facebook: ⁠https://facebook.com/walknercondon

19 Minutes PodcastChris is joined by Pete Meyer to break down the “bombshell” USDA report and what it means for the weeks ahead. They dig into why confidence in the data is being questioned (staff cuts, low survey response rates, and surprising harvested acreage), what to watch next as the market looks to quarterly stocks, and how producers can think about managing unpriced bushels while keeping upside expectations realistic. They also hit soybeans, wheat, renewable fuels policy uncertainty, and a quick check-in on energy and diesel, plus a preview of seeing each other at the Ag View Solutions Executive Business Conference.

In this episode we discuss our 2026 outlook and the rewiring of growth—how AI is shaping productivity and earnings, why inflation may remain above target, what to expect from the Fed, and how these forces could influence markets in the year ahead. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

Summary In this episode of the Retirement LifestyleShow, Adrian Nicholson discusses the 2026 market outlook, emphasizing the importance of understanding market dynamics, including the shift from US-centric investments to a more diversified global approach. He highlights therole of bonds in providing stability, the significance of corporate earnings over sensational headlines, and the ongoing conversation around AI's impact on the market. The episode concludes with insights on balancing growth and value investments, as well as exploring fixed income and commodities as potential growth areas for the year ahead.Hashtags: 2026 market outlook, investment strategies,global markets, bonds, corporate earnings, AI trends, growth vs value, fixed income, commodities, retirement planningDescription: Explore the 2026 market outlook—from globaldiversification and the stabilizing role of bonds to AI, earnings, and where growth may come from next—listen now.Chapters00:00 2026 Market Outlook: A New Beginning02:40 Shifts in Market Leadership: Beyond Tech05:12 Bonds: A Stable Foundation for Investors07:51 Earnings vs. Headlines: The Real Drivers10:14 AI and the Future: Opportunities and Risks⁠https://retirementlifestyleshow.com/⁠ ⁠https://www.retirewithroshan.com⁠⁠https://www.youtube.com/@retirementlifestyleshow⁠ ⁠https://twitter.com/RoshanLoungani⁠ ⁠https://www.linkedin.com/in/roshanloungani⁠⁠https://www.facebook.com/retirewithroshan⁠⁠https://www.linkedin.com/in/adrian-nicholson-74b82b13b⁠  All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

On January 16th, 2026, Steve Grzanich shares today's potential market drivers:

Every year, Wall Street rolls out its market predictions. Targets get published, expectations get set, and the headlines make it sound like the future is just a spreadsheet away. But markets have a long history of humbling even the most confident forecasts, and that creates a real problem for retirement savers. Because, while short-term forecasts are usually noise, ignoring market expectations altogether isn't the answer either.  So in today's episode, I break down how to think about market outlooks the right way. We'll cover why forecasts so often miss the mark, when long-term assumptions actually matter, and how market research can be used as a planning tool (not a prediction engine). I also share key themes from Vanguard's Economic and Market Outlook for 2026, focusing on growth, inflation, and expected returns—and why all of that matters for your portfolio and retirement plan. ***

Some industry predictions may seem outlandish—or even impossible. But does that mean they're not worth considering? Kick off 2026 with Kevin and Macan, as they explore consensus- defying predictions that may sound absurd, but warrant closer examination. Listen in as they examine the logic behind some of industry's boldest predictions, challenging listeners to rethink what's truly possible. From a potential 50% surge in gold prices to an S&P 500 Index that could endure a bear market and still finish the year up 20%, our hosts break down the rationale, data, and market dynamics behind each scenario—examining the roles of central bank rate cuts, liquidity, momentum and investor behavior, all while underscoring the importance of diversification in an unpredictable market environment. Tune in for a lively start to 2026—and decide for yourself: are these forecasts improbable, or impossible?

In this episode of the Jon Sanchez Show, Jason Gaunt fills in for John Sanchez, who is under the weather. Gaunt provides a comprehensive market update, discussing the recent performance of major indices, including the Dow, S&P, and NASDAQ, which all experienced declines. He delves into the implications of recent economic data, including the Producer Price Index and retail sales figures, highlighting concerns about inflation and interest rates. Gaunt emphasizes the market's reaction to earnings reports from major banks, noting that despite decent results, stocks fell due to broader market anxieties and the need for more positive news to sustain growth.The conversation shifts to the impact of geopolitical events, particularly regarding Iran and tariffs, and how these factors contribute to market volatility. Gaunt also discusses the energy sector's performance, suggesting a potential shift towards energy investments. He concludes with insights from BlackRock's market outlook, emphasizing the importance of diversifying portfolios and being cautious about future earnings expectations. Overall, the episode provides listeners with a detailed analysis of current market conditions and strategic investment considerations.Chapters00:00 Introduction and Market Overview00:56 Economic Data and Market Reactions04:32 Earnings Reports and Financial Sector Insights07:39 Geopolitical Events and Market Impact11:36 Energy Sector Performance and Investment Strategies18:36 BlackRock's Market Outlook and Future Expectationsmarket update, economic data, interest rates, inflation, earnings reports, energy sector, investment strategy, geopolitical events, BlackRock outlook

On January 15th, 2026, Steve Grzanich shares today's potential market drivers:

Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter. -----  Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins me for a wide-ranging conversation about what actually matters for long-term investors heading into 2026. We get past the headline forecasts and into how a seasoned strategist interprets markets in real time—without falling into the traps that trip up most investors. Listen now and learn: ► Why "forecasts" can be useful even when you're not making price targets—and how to use them the right way ► A clearer way to think about what really drove market returns in 2025 (and what many investors missed) ► What to pay attention to with the Fed in 2026, and what's mostly just noise ► A grounded framework for thinking about the U.S. dollar, national debt, and the long-term investor's edge   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. (03:00)  Why Schwab Won't Do Year-End Targets  (08:23) How Liz Ann Builds an Outlook: cycles, quadrants, and "better or worse" vs. "good or bad" (13:33) 2025's Biggest Investor Lesson (16:48) The Magnificent Seven Misconception: contribution ≠ performance (21:05) The 2026 Outlook (26:09) The Federal Reserve, Rate Cuts, and a New Fed Chair: why the "C" in FOMC matters (31:39) The US Dollar and Reserve Currency Fears: "there's no replacement for it" (35:19) US National Debt: not a default story, but a long-term "wet blanket on growth"  (43:02) Long-Term Investing vs. Gambling: owning vs. hoping, and why "get in/get out" isn't a strategy (47:22) How Liz Ann Sonders Invests Her Own Money (50:16) What's Different Now: post-COVID sentiment, the retail trader, and why psychology got harder (52:55) Where to Find Liz Ann's Research    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down what Wall Street's biggest firms are predicting for 2026 - and what it could mean for your portfolio. After reviewing market outlooks from BlackRock, Goldman Sachs, Schwab, Pimco, and more, Darryl shares a curated summary of the trends shaping the year ahead. From stock valuations and artificial intelligence to bonds, global markets, inflation, and alternative investments, this episode cuts through the noise to highlight key points that could matter for long-term investors. Drawing from industry research and real-world context, Darryl walks through where opportunity may exist, where risks are building, and why diversification and thoughtful strategy matter more than ever in today's market environment. Key highlights of the episode include: ·       Why U.S. stocks are historically expensive - and what that means for future returns. ·       How artificial intelligence is driving massive investment and reshaping global markets. ·       What falling interest rates could mean for bonds and fixed income strategies. ·       Why international markets like Japan and Germany are gaining renewed attention. ·       How inflation, tariffs, and policy decisions may influence market stability. ·       The growing role of real assets, infrastructure, and alternative investments. If you've been wondering how to position your portfolio for 2026, this episode offers a clear framework for thinking through risk, opportunity, and long-term strategy. Whether you're concerned about market volatility, curious about AI's impact, or simply want a better understanding of what's ahead, Darryl provides perspective to help you make more informed decisions. For more insights and to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. If you found this episode helpful, consider sharing it with someone who's thinking about their financial strategy for the year ahead. Resources:  www.blackrock.com/corporate/literature/whitepaper/bii-global-outlook-2026.pdf www.pimco.com/us/en/insights/charting-the-year-ahead-investment-ideas-for-2026 https://www.schwab.com/learn/story/stock-market-outlook https://am.gs.com/en-us/advisors/insights/article/investment-outlook www.capitalgroup.com/advisor/pdf/shareholder/MFCPBR-099-1046320.pdf

On January 14th, 2026, Steve Grzanich shares today's potential market drivers:

What will really drive markets in 2026? In today's episode, I'm joined by longtime trader and investor Scott McCormick, CMT, for a wide-ranging conversation on what he sees shaping the next major phase across global markets. Scott shares his forward-looking insights on bonds, equities, commodities, and currencies, breaking down where risk is building, where opportunity may emerge, and how traders should be thinking about positioning as we move into a new market regime. We'll also tackle one of the most surprising moves on the board—the improbable rally in silver—and discuss whether it's the start of something bigger or just a temporary dislocation. If you care about macro trends, intermarket analysis, and staying ahead of the curve, this is a must-listen episode. Listen now:

On January 13th, 2026, Steve Grzanich shares today's potential market drivers:

In this episode of Lead-Lag Live, Michael Gayed sits down with Dodd Kittsley, Co-CIO of Davis Advisors, to discuss why fundamental research and selectivity are becoming increasingly critical as markets transition into a period of normalized interest rates.From Davis Advisors' 60-year history of “eating their own cooking” to the evolution of active equity ETFs, Kittsley explains how a high-conviction, benchmark-agnostic investment philosophy can help investors compound capital over the long term—especially in a richly valued market.From the “time arbitrage” embedded in their discipline to their views on AI-driven growth and undervalued financials, Kittsley outlines why what investors don't own may matter just as much as what they do in the next market cycle.In this episode:– Why Davis Advisors pioneered the active equity ETF space nearly a decade ago– The benefits of high-conviction, concentrated portfolios that ignore benchmarks– How “picks and mortars” technology is reshaping financials like Capital One– Valuation discipline in an overvalued market and the risks of unsustainable dividends– The “time arbitrage” advantage of long-term ownership and owner-operator focusLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#ActiveETFs #FundamentalInvesting #MarketOutlook #Equities #Valuation #LongTermInvesting #PortfolioStrategyStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Today we have the great fortune of having the return appearance of one of the most respected capital allocators in the business: Jan van EckJan is CEO of vanEck, an asset management firm with over $100 billion in assets under management invested across its wide family of ETFs and funds, spanning equity, bond, commodity, digital and regional asset classes.As we've done the past several quarters now, Jan and I will spend the next hour discussing his Q1 macro and market outlooks, as well as where he sees the biggest opportunities for investors right now.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bullmarket #federalreserve #aibubble _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

19 Minutes PodcastAndy Hruby is joined by Joe Vaclavik to break down the grain market setup for January 12–16, 2026. They discuss what index fund rebalancing could mean for price action, what to watch in Monday's USDA report, and how to think about 2026 corn versus soybean profitability and acres. They also cover basis and carry in a tight-margin environment, demand and carryout risk, South America weather, and why recent geopolitical headlines have had limited impact on grain.

Dan Nathan and Guy Adami host Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley. The conversation covers the impact of inflation on stocks, the Federal Reserve's stance on interest rates, and the current state of the employment market. Mike emphasizes the Fed's priority on funding the deficit and job growth over controlling inflation. The discussion includes the role of AI in corporate productivity, sector-specific investment opportunities, and the intricacies of the IPO and M&A markets. Mike also addresses potential deflationary forces, equity risk premiums, and the broader economic implications of industrial and consumer good sectors. Throughout, they highlight the importance of staying tactical and adaptable in investment strategies. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Housing expert Rick Sharga joins Kathy Fettke to share a data-driven 2026 housing market outlook based on the latest investor sentiment survey. They break down where home prices, mortgage rates, and investor activity may be headed, why more investors are shifting from fix-and-flips to rentals, and whether fears of a housing crash are supported by the data. A realistic, no-hype look at what real estate investors should expect in 2026.

Welcome to 2026. In this special New Year's episode of The Data Minute, Peter sits down with his colleague Ashley Neville from Carta's Insights Team to dissect the data that defined 2025 and forecast the trends shaping the year ahead.Ashley and Peter analyze the "haves and have nots" market where AI startups command a 40% valuation premium over their peers. They explain why solo founders now account for over a third of all new companies and how capital constraints are driving this shift.They also break down the changing landscape for startup employees, including why equity packages have dropped by 50% and why many departing workers are choosing not to exercise their options. Plus, they discuss the liquidity pressure facing VCs, the "Nvidia problem" for LPs, and what founders need to understand about the Safe market in 2026.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:01:14 – Ashley Neville joins the show 02:18 – Fundraising: A market of "Haves and Have Nots"03:47 – The 40% AI valuation premium06:00 – Why the bar for media coverage has skyrocketed07:34 – The surge of the Solo Founder (30% to 36%)10:00 – The concentration of startups in SF and SaaS11:17 – The new hiring reality: 10% leaner teams13:34 – Why employee equity packages are down 50%15:20 – Why employees are leaving options on the table18:43 – The "First Employee" equity bump21:10 – The need for better equity education24:02 – The liquidity crisis: IPOs vs. Staying Private28:05 – LP Psychology: Why invest in VC when you have Nvidia?29:39 – Companies staying private for 16-18 years32:10 – Fund Economics: VC vs. PE personal capital36:20 – The most common founder questions (Safes & Dilution)38:52 – OutroThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2026 eShares, Inc., dba Carta, Inc. All rights reserved.

From a lumpy 2025 market to building pent-up demand, M&A attorneys Corey Kupfer and Brian Meegan share their frontline perspective on deal trends and what business owners need to know heading into 2026. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with his partner Brian Meegan of Kupfer. to kick off the new year with a candid conversation about the deal market. Together, they've handled dozens of deals totaling hundreds of millions of dollars in purchase price and enterprise value across wealth management, tech, and trade industries nationwide. WHAT YOU'LL LEARN: In this episode, you'll discover why the 2025 M&A market has been "lumpy" with strong activity in certain sectors while others slowed, and how markets normalize uncertainty when clarity takes too long. Corey and Brian discuss tax legislation certainty versus tariff uncertainty pending Supreme Court review, why pent-up demand builds pressure that eventually releases, and how massive PE dry powder creates deployment urgency. You'll learn why equitizing Generation 2 leadership years before an exit improves options and valuation, how trade industries remain attractive due to AI resistance, and what regional differences mean for deal opportunities. DEAL MARKET REALITY: The end of 2024 was intense, and momentum carried into 2025. Yet conversations with colleagues revealed uneven activity nationwide. Wealth management stayed robust while other sectors slowed. Weaker earnings combined with elevated prices created buyer-seller disconnects. CERTAINTY AND UNCERTAINTY: Markets crave predictability. Recent tax legislation provided clarity around R&D credits and SALT deductions. Tariff policy remains uncertain with potential Supreme Court review, creating productivity costs as companies refigure supply chains. PENT-UP DEMAND: When natural deal flow gets suppressed, it builds pressure rather than disappearing. PE firms sit on enormous capital with fund timeline pressures. Money isn't the constraint. Finding opportunities and having clarity to proceed are the real bottlenecks. THE GEN 2 IMPERATIVE: Equitizing key executives years before a potential exit creates tax-efficient structures, makes companies more attractive to buyers, and gives acquirers confidence. Waiting until deal time limits options and hurts valuation. REGIONAL DIFFERENCES: Brian's Denver practice serves different markets than Corey's coastal work. Colorado features strong tech sectors and alternative energy with California migration. Heavy manufacturing concentrates in Arizona and Nevada. TRADE CONSOLIDATION: Professionalization of trades including plumbing, electrical, and HVAC continues after more than a decade. These industries resist AI disruption, making them attractive for stable revenue and consistent fundamentals. Perfect for business owners considering exits, entrepreneurs evaluating opportunities, and anyone wanting frontline perspective on current M&A conditions. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/brianmeegan2026 FOR MORE ON BRIAN MEEGAN: https://www.kupferlaw.com/ https://www.linkedin.com/in/brian-meegan/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00] - Introduction: Kicking off 2026 with partner Brian Meegan [02:00] - Why the M&A market has been "lumpy" across sectors [04:00] - Tax policy certainty after major legislation passed [08:00] - 2026 outlook and pent-up demand building pressure [13:00] - Appreciation for DealQuest listeners and clients [16:00] - The importance of equitizing Generation 2 leadership [18:00] - Tax efficiency and planning equity participation early [22:00] - Heavy manufacturing trends in Arizona and Nevada[28:00] - Optimism for 2026 and where opportunities exist Guest Bio:Brian Meegan is a partner at Kupfer., bringing extensive transactional experience from his Denver-based practice. Brian specializes in M&A transactions and complex deal structures across tech, natural resources, and professional services. His Colorado practice provides unique perspective on regional market dynamics outside traditional coastal centers. Host Bio:Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description: Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Related Episodes: Episode 331 - M&A Market Outlook for 2025 with Corey Kupfer: Predictions and survey data about M&A activity expectations. Episode 339 - Why Your Gen 2 Matters in M&A with Corey Kupfer: Succession planning and how next-generation leadership affects deal value. Episode 350 - Building Wealth Through Rental Properties with Tom Dillon: The "sweaty startups" concept and trade industry consolidation. Episode 335 - Sovereign Wealth Funds and the Future of Investment Advisory Deals with Corey Kupfer: New capital sources entering wealth management M&A. Episode 330 - From Operator to Owner with Pete Mohr: Business freedom and reducing owner involvement while maintaining value. Episode 206 - Should Uncertainties in the Market Impact Your Deal-Making? with Corey Kupfer: How external factors should influence deal decisions. Social Media: Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Follow Brian Meegan: https://www.kupferlaw.com/ Keywords/Tags: M&A market outlook 2026, deal trends, private equity dry powder, pent-up demand, tariff uncertainty, trade consolidation, equitizing employees, succession planning, wealth management M&A, Gen 2 leadership, tax policy certainty, interest rates, regional deal markets, Colorado tech sector, entrepreneurship, business growth strategies, dealmaking, exit planning, capital deployment, fund timelines