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AI-driven investment, rising leverage and shifting market dynamics are reshaping the 2026 stock market outlook. As companies accelerate spending on data centers, chips and digital infrastructure, micro-level decisions are increasingly influencing the capital markets and broader economy.In this episode of The Bid, host Oscar Pulido speaks with Jean Boivin, Head of the BlackRock Investment Institute, about the major forces shaping the 2026 markets and investing landscape. Jean breaks down how AI-related capital expenditure is transforming growth patterns, why governments and companies may need to leverage up to finance large-scale projects, and how these trends interact with today's policy and market environment.They also explore the diversification mirage — the idea that in an economy driven by a few powerful megaforces, some strategies that appear diversified may actually be concentrated calls. Jean shares how this affects views on regional equity markets, fixed income trends and the evolving structure of global investing.
On December 5th, 2025, Steve Grzanich shares today's potential market drivers:
Realbotix (TSXV: XBOT | FSE: 76M0.F | OTC: XBOTF) has emerged as an early mover in commercial humanoid robotics, driven by its advanced technology and humanoid robot, Aria.In this interview, Co-Founder and CEO Andrew Kiguel discusses his outlook for the humanoid robotics market, Realbotix's competitive advantages, milestones achieved in 2025, and plans heading into 2026. From their debut at CES 2025 in Las Vegas to humanoid robot showcases in Dubai, Berlin, and New York City's Times Square, Realbotix has been expanding its global presence.Learn more about Realbotix: https://www.realbotix.ai/Watch the full YouTube interview here: https://youtu.be/Bkut4BLSxX8And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia
On December 4th, 2025, Steve Grzanich shares today's potential market drivers:
The Federal Reserve may cut its benchmark rate below 3% next year, bull steepening the yield curve beyond what's priced into forwards, says Ira Jersey, Bloomberg Intelligence chief US rates strategist. Jersey is joined by BI US and Canada rates strategist Will Hoffman on this episode of the Macro Matters podcast to discuss the BI Rates team's recently released 2026 US Treasury Market Outlook. The pair discuss the state and direction of the US economy and how Fed interest-rate and balance-sheet policies are likely to shift. They also touch on the supply-and-demand outlook for the Treasury market, as well as relative value across the yield curve. The Macro Matters podcast is part of BI's FICC Focus series.
On December 3rd, 2025, Steve Grzanich shares today's potential market drivers:
On December 2nd, 2025, Dave Schwan, in for Steve Grzanich, shares today's potential market drivers:
Jordan Zinberg, president and CEO at Bedford Park Capital, shares his outlook on Canadian Small and Mid-Cap Stocks.
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore stocks opened slightly higher, with the STI up around 0.1% as weaker US data boosted expectations of upcoming Fed rate cuts. Across Asia, markets traded cautiously amid rising Japanese 10-year bond yields—the highest since 2008. On Market View, Willie Keng and Manish Saini, Investment Counselor, Citigold Private Client, Citibank Singapore break down what’s driving local sentiment, the challenges ahead for the STI, how Japan’s bond moves could affect regional markets, and how investors are positioning as central banks diverge on monetary policy. Plus, the global themes worth watching and what’s on the radar for the week.See omnystudio.com/listener for privacy information.
The big things you need to know:First, our 12-month-forward price target for the S&P 500 is 7,750, approximately the median and average of five different models that we use, which focus on sentiment, valuation, the appeal of stocks relative to bonds, the economic outlook, and monetary policy.Second, some of the key headwinds / downside risks and tailwinds / upside risks we're monitoring include shifts in expectations for the economic backdrop, renewed interest in geographical diversification, and the midterm elections.Third, tactically (near term) we are leaning into the rotation in leadership within the US equity market from Growth to Value and the mega cap Growth trade to the rest of the market, but caution that a shift in earnings dynamics is still needed for this transition to have significant duration.Fourth, we have gotten more comfortable adding to Small Caps but see risk that recent outperformance ends up being short-lived once again unless the underlying economic backdrop / overall economic conditions heat up significantly.
This week, we went live with Alana Levin from Variant Fund to discuss Variant's 2025 Crypto Trends Report, regulatory progress, stablecoin proliferation, DEX growth, wallet UX evolution, the future of global digital currencies, and more. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Resources The 2025 Crypto Trends Report: https://x.com/AlanaDLevin/status/1990804860027965727?s=20 -- Follow Blockworks Research: https://x.com/blockworksres Follow Variant Fund: https://x.com/variantfund Follow Alana: https://x.com/AlanaDLevin Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:11) Market Outlook (8:31) The 2025 Crypto Trends Report (12:42) Overview of Variant Fund (15:35) Katana Ad (16:05) Potential Regulatory Risk (18:14) Crypto's Top Assets (22:24) New Crypto Assets (24:40) DEX Market Share Growth (31:14) Katana Ad (31:46) Improving Wallet UX (35:47) Stablecoin Fragmentation (46:28) Uniswap Ad (47:14) Productizing Stablecoins (52:57) Stablecoins Impact on USD Dominance (58:27) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
On December 1st, 2025, Ryan Burrow, in for Steve Grzanich, shares today's potential market drivers:
Michael Hakes, senior portfolio manager at Murray Wealth Group, shares his outlook on U.S. & Global Stocks.
We did a comprehensive study on the state of data centers. Where is money going? Where should you be betting? Everything you need to know about data centers, all in one place. Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast! Chapters: 00:00 Intro and Cold Open 01:18 Quiz Pro Quo: AI Infrastructure Stats and Energy Costs 06:14 Market Volatility and the "AI Bubble" 09:42 Navigating a Brutal Executive Job Market 11:33 Why Private Market M&A Has Stalled 13:54 Is This a Crash or the Industrial Revolution? 26:30 Investing in OpenAI: Risk vs. Reward 30:23 Optimism Meter: Rating the Market Outlook 38:25 Debating AI SDRs and Outbound Efficacy 41:46 Diagnosing Failure: Product vs. Execution 47:46 Rethinking Valuations: EBITDA vs. Revenue 57:39 Hiring Trends: The "Step-Up" Candidate Advantage 01:02:35 Bold Predictions: Nuclear, Events, and Engagement Teams
Veteran analyst Pete Meyer joins Chris Barron for a candid breakdown of today's markets. We cover the flash-sale uncertainty, missing USDA data, CFTC delays, fund positioning, and what they actually mean for grain prices heading into December. Pete explains why soybeans will lead, why corn may not follow, how to think about stock-market spillover, and why production rallies are meant to be sold and demand rallies respected. We also dive into the on-farm realities: working capital erosion, sticky overhead, crop mix decisions, and how to approach 2026 with practical risk management. If you run a business, manage acres, or simply want a grounded view of what lies ahead, this conversation is for you.
Brianne Gardner, portfolio manager & senior wealth manager at Velocity Investment Partners, Raymond James, shares her outlook on Canadian & U.S. Large Caps.
Mike Philbrick, CEO of ReSolve Asset Management, shares his outlook on Exchange-Traded Funds.
On November 26th, 2025, Steve Grzanich shares today's potential market drivers:
In this episode, Felix Todd, Deputy Editor for Argus Carbon, and Roby Crean, Business Development Manager at South Pole, discuss the evolving CORSIA market and its implications for airlines and carbon project developers. Tune in for expert insights on: Supply challenges from strict eligibility criteria Measures to unlock eligible credits, including insurance and regional progress Demand uncertainty and regional differences in compliance readiness Pricing trends across spot, forward, and futures contracts Key developments shaping market maturity and liquidity Learn more about the Argus Carbon service: Argus Carbon
Martin Cobb, senior vice-president of equities at Lorne Steinberg Wealth Management, shares his outlook on U.S. & Canadian Equities.
On November 25th, 2025, Steve Grzanich shares today's potential market drivers:
Explore the evolving landscape of sustainable packaging in the fresh produce industry with insights from Wyatt Maysey of Taylor Fresh Foods and Nate Klingler of IFCO. Delve into the pressures and innovations shaping packaging decisions, from regulatory impacts and material selection to technology's role in optimizing sustainability. Discover how industry leaders are navigating extended producer responsibility (EPR) regulations and adapting strategies for a circular economy. This episode also highlights challenges for smaller companies and the importance of lifecycle assessments in driving thoughtful packaging solutions. Key TakeawaysRetailer Pressure & Regulation: While retailers initially drove sustainability changes in packaging due to public goals, regulations like EPR are now the main forces shaping decisions. Material Innovations: Innovations in packaging material such as fiber-based polymers present opportunities and challenges, particularly in maintaining product freshness and safety. Lifecycle Analysis: The use of lifecycle assessments (LCA) is highlighted as crucial in measuring the true environmental impact of packaging materials, beyond initial sourcing and production phases. Reusable Packaging Systems: IFCO's efforts illustrate the significant operational and sustainability benefits of reusable packaging within the produce supply chain. 2023 & Beyond Vision: Both guests emphasize the importance of moving beyond a throwaway culture towards a circular economy while advocating for more robust brand-consumer relationships in produce. Guest ResourcesInnovative Packaging Program Info/Application: https://www.freshproduce.com/resources/technology/fresh-field-catalyst/Taylor Farms website: www.taylorfarms.comIFCO Website: https://www.ifco.com/Show LinksInternational Fresh Produce Association - https://www.freshproduce.com/Fresh Takes on Tech - https://www.freshproduce.com/resources/technology/takes-on-tech-podcast/Facebook - https://www.facebook.com/InternationalFreshProduceAssociation/Twitter - https://twitter.com/IntFreshProduce/LinkedIn - https://www.linkedin.com/company/international-fresh-produce-association/Instagram - https://www.instagram.com/intlfreshproduceassn/
Andrew Moffs, senior vice president & portfolio manager at Vision Capital, shares his outlook on Real Estate Stocks.
On November 24th, 2025, Steve Grzanich shares today's potential market drivers:
Paul Harris, partner and portfolio manager at Harris Douglas Asset Management, shares his outlook on North American and global stocks.
Chris Barron is joined by Dr. Mark Welch from Texas A&M to break down the biggest marketing questions heading into late November and December. They cover why the final corn yield is far from settled, what to expect from USDA revisions, and how basis could behave during the holiday window. Mark also explains the role of tariffs, export flows, and fund activity in these markets. The conversation finishes with a full look at 2026, including acreage shifts, crop insurance strategy, reference prices, and how producers can manage risk while staying ready for opportunities. A great listen before closing out 2025 and setting plans for the year ahead.
On November 21st, 2025, Steve Grzanich shares today's potential market drivers:
David Driscoll, founder, president and CEO of Liberty International Investment Management Inc., shares his outlook on global equities.
Exploring the recent wave of crypto ETP approvals with Canary Capital CEO Steven McClurg. In today's Market Outlook, Canary Capital CEO Steven McClurg joins CoinDesk Data and Indices President, David LaValle to discuss the massive, positive shift in the regulatory landscape, including the SEC's new embrace of innovation and free-market principles for the recent wave of crypto ETP approvals. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! https://figuremarkets.co/coindesk - Genius Group has partnered with CoinDesk for Bitcoin Treasury Month, launching the Genius x CoinDesk Quest. Participants can join the Bitcoin Academy, complete free microcourses from experts like Natalie Brunell and Saifedean Ammous, and enter to win 1,000,000 GEMs (worth 1 BTC) promoting bitcoin education and adoption.Learn more at: geniusgroup.ai/coindesk-bitcoin-treasury-month/ - This episode was hosted by David LaValle.
Exploring the recent wave of crypto ETP approvals with Canary Capital CEO Steven McClurg. In today's Market Outlook, Canary Capital CEO Steven McClurg joins CoinDesk Data and Indices President, David LaValle to discuss the massive, positive shift in the regulatory landscape, including the SEC's new embrace of innovation and free-market principles for the recent wave of crypto ETP approvals. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! https://figuremarkets.co/coindesk - Genius Group has partnered with CoinDesk for Bitcoin Treasury Month, launching the Genius x CoinDesk Quest. Participants can join the Bitcoin Academy, complete free microcourses from experts like Natalie Brunell and Saifedean Ammous, and enter to win 1,000,000 GEMs (worth 1 BTC) promoting bitcoin education and adoption.Learn more at: geniusgroup.ai/coindesk-bitcoin-treasury-month/ - This episode was hosted by David LaValle.
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: The views shared on this show are the hosts' opinions only and should not be taken as financial advice. This content is for entertainment and informational purposes.
On November 20th, 2025, Steve Grzanich shares today's potential market drivers:
David Burrows, CEO and CIO at Barometer Capital Management, shares his outlook on North American large cap stocks.
On November 19th, 2025, Steve Grzanich shares today's potential market drivers:
Tim Regan, managing director of Kingwest & Company, shares his outlook on North American large caps.
On November 18th, 2025, Steve Grzanich shares today's potential market drivers:
Colin Cieszynski, chief market strategist at SIA Wealth Management, shares his outlook on Technical Analysis.
On November 17th, 2025, Steve Grzanich shares today's potential market drivers:
Eric Nuttall, partner & senior portfolio manager at Ninepoint Partners, shares his outlook on Energy Stocks.
Shay and Daniel cover a lot of ground- the report, carryout, NOV'26 Soy and DEC'26 Corn and much more. Definitely one to listen to this week!
Watch the video version here: https://youtu.be/FQU1BSj4jTYOn this episode:
On November 14th, 2025, Steve Grzanich shares today's potential market drivers:
Josh Young, Portfolio Manager at Bison interests, and Tracy Shuchart, Founder/CEO and Chief Market Strategist, at Hilltower Resource Advisors, stop by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley for an in-depth look at the global oil and gas financial markets. Highlights of the Podcast00:00 – Opening & Guest Introductions02:32 – AI Boom vs. Power Shortage07:18 – AI Hype vs. Energy Reality11:42 – Nuclear Reality Check16:03 – Coal's Comeback18:02 – Natural Gas Outlook21:15 – Pipeline Bottlenecks & Permitting Trouble24:33 – Chevron Entering Data Center Power25:19 – Pipeline Twinning Not As Easy As It Sounds28:08 – Geopolitics Ignored by the Market33:24 – Demand: Stronger Than Narratives Suggest37:05 – Sanctions, “Kinetic Sanctions,” & Enforcement Reality42:31 – Dollar Weaponization, Gold Buying, & the Milkshake Theory49:52 – Commodities Rotation & Energy Lag55:11 – Propaganda & the Climate Narrative01:01:21 – Pendulum Swings & Hope for Middle Ground01:02:50 – Utility Mismanagement & Decentralization01:05:04 – Will Democrats Blame Republicans for High Power Prices?01:06:10 – Government Control, Incentives & Rate Failures01:09:59 – Tracy on Fox Business: Uranium Bottleneck01:22:35 – Closing Thoughts & Market Outlook
On November 13th, 2025, Steve Grzanich shares today's potential market drivers:
On November 12th, 2025, Dave Schwan, in for Steve Grzanich, shares today's potential market drivers:
On November 11th, 2025, Kevin Wells, in for Steve Grzanich, shares today's potential market drivers:
On November 10th, 2025, Steve Grzanich shares today's potential market drivers:
In this week's Market Outlook, Andy Hruby sits down with Jarod Creed to break down the November 10–14 outlook. They discuss how post-harvest numbers and current insurance prices are shaping farm revenue strategies, why crop insurance and FSA programs could matter more for 2026 than 2025, and what producers should do now to plan for shifting cash flow timing. Jarod also shares insights on the soybean rally, corn's stubborn range, and how global trade dynamics with China may drive volatility heading into 2025.
Today we're joined by longtime friend, veteran trader, and market thinker Dr. Larry Jacobson for a wide-ranging deep dive into the state of today's financial markets — and what may be coming next. We'll break down: