Podcasts about market outlook

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Best podcasts about market outlook

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Latest podcast episodes about market outlook

HerMoney with Jean Chatzky
Stephanie Link Sees Opportunity in the Chaos: Her 2026 Market Outlook on International Stocks, Crypto, and the AI Power Boom

HerMoney with Jean Chatzky

Play Episode Listen Later Mar 20, 2026 32:04


Markets are swinging. There's a war with Iran. Oil is spiking. And if your stomach has been dropping every time you look at your portfolio, Stephanie Link has something to say about that. Stephanie is Chief Investment Strategist and Portfolio Manager at Hightower Advisors, and a longtime CNBC contributor with more than 30 years of experience managing money through every kind of market cycle. She joined Jean Chatzky this week to cut through the noise and tell us exactly what she's doing with money right now. Stephanie shares her boldest market calls for the rest of 2026, including why she's bullish on Brazil and why its role in the AI power story is completely underappreciated, which sectors she's watching closely, and why the fear that AI is going to kill software companies is, in her words, overdone. In this episode, you'll learn: Why Stephanie says it's impossible to time the market, and what to do instead Her top three international markets right now The AI infrastructure food chain, and which industries stand to benefit most How much crypto she actually holds in her own portfolio The one book every new investor should read  Connect with Stephanie Link: LinkedIn: Stephanie Link X: @Stephanie_Link Hightower Advisors: hightoweradvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Fueling Deals
Episode 395: Building Exit-Ready Businesses with Marty Fahncke

Fueling Deals

Play Episode Listen Later Mar 18, 2026 43:33


From grassroots soccer parks to $600 million exits, Marty M. Fahncke reveals why every dollar of EBITDA sacrificed for tax savings costs you seven on a multiple, how the build versus buy decision needs a reality check, and why a business fully prepared to sell is the best business to own. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Marty M. Fahncke, CMAA, who has helped hundreds of businesses scale to over $1 billion in combined revenue and executed nearly $500 million in M&A deals. He is the founder of Westbound Road, an M&A advisory firm specializing in digital businesses in the $5-50 million range, and author of Boomer Sells the Business: A Step-by-Step Guide to Cashing Out and Living Large. WHAT YOU'LL LEARN: In this episode, you'll discover why the build versus buy analysis fails when founders underestimate timelines and costs, and why opportunity cost is often the biggest expense that never appears in spreadsheets. Marty explains how combining marketing expertise with M&A strategy creates advantages most advisors lack, the costly trade-off between profit maximization and tax mitigation that saves twenty cents but costs seven dollars on a multiple, and why operational decisions like CRM selection or staffing structure can kill deals worth millions. You'll also learn how the Who Not How philosophy transforms into a powerful acquisition playbook, why SaaS founders who turned down $50 million in 2021 are accepting those valuations were an anomaly, and how authority marketing through podcasts generates clients who arrive ready to sign without sales conversations. MARTY'S JOURNEY: Marty grew up in the mountains of Utah wanting to be either a forest ranger or join the military. Neither path worked out, and he ended up on the entrepreneur path instead. Even as a teenager, he showed entrepreneurial instincts, selling water purifiers and vacuums and running a bicycle rehab business at age twelve. M&A was completely off his radar until he and some friends started a soccer training product company. They took a truly grassroots approach, setting up canopies at local parks every weekend where kids played soccer. Marty had his children demonstrate the product while he sold to parents. Those park sessions taught them exactly what messaging resonated. Marty used those insights to create a marketing campaign that got the product onto QVC in the United States and Japan. Just eighteen months in, they received an unsolicited $1.5 million offer from a private equity firm buying their proven QVC sales channel. His next deal flipped the approach. Instead of building from scratch, Marty and a partner combined two competing businesses, each doing $1.5-2 million in revenue. By eliminating competition and consolidating operations, they scaled from under $4 million to $30 million in two years. That company eventually became part of a $600 million exit through a reverse merger. After that exit, Marty built a personal portfolio of businesses. In 2019, he focused on M&A full-time. When 2020 hit, he saw opportunity in the chaos. He reached out to companies about selling, and economic uncertainty generated many yes responses. When businesses weren't right for his portfolio, sellers asked if he knew other buyers. He started triangulating deals, brought in partner Becky, and launched Westbound Road in 2020. They focus exclusively on digital businesses between $5 and $50 million, including e-commerce, SaaS, publishing, marketing agencies, and virtual professional services. The firm is intentionally small at five people but highly specialized. THE MARKETER'S EDGE: Marty brings a rare combination of world-class marketing expertise and deep M&A experience. Most advisors excel at one or the other, rarely both. He is a marketer at heart and applies marketing principles to M&A strategy. This matters because organic growth drives valuation multiples. Buyers pay premiums for demonstrated growth momentum, often adding an extra turn or two on exit multiples. Marty sees both sides of the equation, knowing how to build marketing systems that drive organic growth and how to structure deals that accelerate inorganic expansion. KEY INSIGHTS: The build versus buy decision requires brutal honesty. Marty sees unreasonable optimism every time founders analyze whether to build or acquire. His rule: double the timeline, triple the costs. Even then, most analyses miss opportunity cost. What revenue will you lose spending years building? What market share will competitors capture while you're distracted? These costs rarely appear in spreadsheets but are often the most expensive part of the build decision. The Who Not How philosophy becomes an acquisition playbook. When something needs to be done, don't ask how you can learn it yourself. Find someone already better at it and acquire them. Marty applied this when a bookkeeping firm asked for growth help. Instead of consulting fees, he negotiated equity, brought marketing expertise and clients, they tripled revenue, and everyone won when they sold. Profit maximization beats tax mitigation. Every dollar of EBITDA sacrificed to save taxes saves twenty cents but costs seven dollars on a multiple when you sell. When Marty shows clients this math, they immediately shift strategies. This insight often represents millions in additional exit value. Begin with the buyer in mind. Westbound Road identifies upfront who will buy your business and why, then builds the business to suit those buyers. Every decision from CRM selection to staffing structure gets evaluated through one lens: how will this impact deal viability at exit? Minor operational choices can kill deals worth millions. A client built operations entirely on offshore VAs with impressive margins, but many buyers walked away. To command their target multiple, they needed to onshore roles and add W-2 employees. Another business chose a non-standard CRM. An acquirer walked away because integrating it created too much friction. That preference cost millions. The SaaS valuation bubble is being accepted as an anomaly. In 2021-2022, founders got $50 million offers for businesses worth $12 million today. Many refused, expecting the market to stay hot. Marty shows them the charts: the market returned to historical norms, and eighteen months was a bubble. Those founders are finally accepting realistic valuations. Authority marketing creates pre-sold clients. When prospects ask questions, Marty's team sends time-coded podcast links. Prospects listen to full episodes, then more episodes, and arrive ready to sign without sales calls. His first ChatGPT client found Westbound Road via AI recommendation, watched three episodes, and asked where to sign. A business fully prepared to sell is the best business to own. The best practices for creating enterprise value that commands premium multiples are the same practices that make a business pleasurable to operate. Clean financials, reduced owner dependency, autonomous systems, and strategic structure benefit owners whether they sell or not. Perfect for business owners in the $5-50 million range planning exits, entrepreneurs considering M&A advisory relationships, and anyone interested in combining marketing expertise with deal-making to build and sell businesses. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/martyfahncke FOR MORE ON MARTY FAHNCKE: Website: https://westboundroad.com LinkedIn: https://www.linkedin.com/in/martyfahncke/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ 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. Episode Highlights with Timestamps[00:06:48] - Introduction: Marty Fahncke's credentials and experience [00:08:38] - Childhood dream of being a forest ranger in the mountains of Utah [00:11:12] - Early entrepreneurial ventures: bike rehab business at age twelve [00:11:30] - First major deal: grassroots soccer product to QVC and $1.5 million exit[00:23:36] - Eliminating competition through collaboration instead of competing [00:23:36] - Who Not How philosophy applied to M&A and acquisition strategy [00:24:09] - Build versus buy analysis and unreasonable optimism trap [00:28:52] - Combining marketing expertise with M&A strategy as unique advantage [00:31:08] - Starting Westbound Road advisory firm during 2020 disruption [00:33:37] - Focus areas: $5-50M digital businesses, e-commerce, and SaaS [00:34:09] - Exit planning gap: helping founders understand what they have [00:47:13] - Beginning with the end in mind: identifying buyers before building [00:48:01] - Offshore VA staffing structure as deal-killer example [00:48:30] - Non-standard CRM selection costing millions in lost deal value [00:50:36] - A business fully prepared to sell is the best business to own [00:53:23] - Freedom defined: making impact on entrepreneurs and participating in exits[00:57:32] - Authority marketing: podcast content creating pre-sold clients [01:01:00] - First ChatGPT-originated client story Guest Bio:Marty Fahncke, CMAA is a seasoned marketer and dealmaker with over 35 years of business experience and over 25 years in M&A. He has helped hundreds of businesses scale to over $1 billion in combined revenue and executed nearly $500 million in M&A deals. His first deal was selling a grassroots soccer product business for $1.5 million. His second deal combined a $2 million company with a $1.5 million company and built it to $30 million in revenue in two years. Since then, he has been involved in deals from $5 million to $600 million. He is the founder of Westbound Road, an M&A advisory firm specializing in digital businesses between $5 and $50 million, including e-commerce, SaaS, publishing, marketing agencies, and virtual professional services. Marty is a top-ranked podcast guest, international speaker, and author of Boomer Sells the Business: A Step-by-Step Guide to Cashing Out and Living Large. He owns five motorcycles and over thirty businesses. 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. Get the confidence to pursue deals that will help your company scale faster. Related Episodes:Episode 332 - John Martinka: Exit Planning and Value Drivers for Business Sales Episode 331 - Solocast 72: 2025 M&A Market Outlook and Deal Activity PredictionsEpisode 328 - Richard Manders: Growing Through Acquisition and the Deal-Maker MindsetEpisode 327 - Solocast 71: Authority Marketing and Content Strategy for Business Growth Social Media:Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Follow Marty Fahncke: Website: https://westboundroad.com LinkedIn: https://www.linkedin.com/in/martyfahncke/ Keywords/Tags:M&A advisory, exit planning, business valuation, lower middle market, build versus buy, organic growth, inorganic growth, SaaS valuation, e-commerce acquisitions, profit maximization, tax mitigation, enterprise value, Who Not How, business exit strategy, exit readiness, authority marketing, content marketing, podcast marketing, deal-driven growth, strategic acquisitions, business combination, marketing expertise, digital businesses, operational decisions, CRM selection, staffing structure, business sale preparation

Bob Sirott
Associated Bank Market Outlook: 03/18/26

Bob Sirott

Play Episode Listen Later Mar 18, 2026


On March 18th, 2026, Steve Grzanich shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 03/17/26

Bob Sirott

Play Episode Listen Later Mar 17, 2026


On March 17th, 2026, Steve Grzanich shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 03/16/26

Bob Sirott

Play Episode Listen Later Mar 16, 2026


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

The Ag View Pitch
#759 - "Iran Conflict Sends Oil Higher, What It Means for Grain Farmers" - Weekly Market Outlook: Mar 16-20

The Ag View Pitch

Play Episode Listen Later Mar 15, 2026 37:24


19 Minutes PodcastGrain markets have turned volatile fast, and that changes the conversation for corn and soybean farmers. In this episode of the Ag View Pitch, Chris sits down with Jim McCormick to break down what is driving the recent rally, how Middle East conflict and crude oil are affecting grain prices, why fertilizer costs matter so much right now, and what growers should be thinking about for both old crop and new crop marketing.They also dig into practical questions farmers are asking right now. Should you be more aggressive selling old crop corn? How should you think about 2026 sales if profitable targets are finally hitting? How much could higher diesel and fertilizer costs change acreage decisions? And how do you avoid getting too bullish and missing a good marketing opportunity?This conversation covers corn, soybeans, crude oil, fertilizer, inflation, ROI targets, basis opportunities, and using risk management tools to stay flexible in a fast-moving market. If you are trying to make smarter grain marketing decisions heading into planting season, this is a good one to watch.

Bob Sirott
Associated Bank Market Outlook: 03/13/26

Bob Sirott

Play Episode Listen Later Mar 13, 2026


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

15 Minutes of Finance
Stock Market Outlook for the Rest of 2026

15 Minutes of Finance

Play Episode Listen Later Mar 13, 2026 17:59


Is the 2026 stock market sitting on the edge of something bigger? In this video, we talk through why it feels like we are at the precipice, with major uncertainty surrounding the economy, inflation, mortgage rates, real estate, oil prices, and the war in Iran. We break down how all of these forces connect and why investors are watching every new headline so closely.We also explain PCE and Core PCE, two of the inflation measures that matter most to the Federal Reserve, and why they could play a big role in what happens next for interest rates and the stock market. If you want a big-picture discussion on where markets may be heading and what risks could shape the rest of 2026, this episode is for you.All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Successful Farming Podcast
2026 Machinery Market Outlook Live From Commodity Classic

Successful Farming Podcast

Play Episode Listen Later Mar 12, 2026 51:34


Live from Commodity Classic 2026 in San Antonio Texas, Dave Mowitz and Andy Campbell talk about all aspects of the current used machinery markets in 2026. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Bob Sirott
Associated Bank Market Outlook: 03/12/26

Bob Sirott

Play Episode Listen Later Mar 12, 2026


On March 12th, 2026, Steve Grzanich shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 03/11/26

Bob Sirott

Play Episode Listen Later Mar 11, 2026


On March 11th, 2026, Steve Grzanich shares today's potential market drivers:

Shark farmer Podcast/ agriculture farm
510 Iowa Farm Bureau YF Lakaya Tenley & Blake Anderson

Shark farmer Podcast/ agriculture farm

Play Episode Listen Later Mar 10, 2026 45:45


This episode features innovative farmers and educators sharing their journeys, farm operations, and insights into modern agriculture, raw milk sales, and youth leadership in farming.   00:00Introduction and Guest Introduction 01:05LaKayla's Farming Background and Meeting Her Husband 02:28Advertising and Farm Equipment Tips 04:24LaKayla's Farm Operations and Niche Dairy Market 05:52Raw Milk: Controversy and Benefits 06:49Setting Up the Farm Store and Legal Aspects 08:11Winning the Grow Your Future Award 09:40Farm Store Details and Customer Experience 11:54Farm Events and Agritourism 13:38Customer Demographics and Health Benefits of Raw Milk 15:35Winning Moments and Future Plans 16:32Product Offerings and Business Expansion 17:30Cattle and Market Outlook 18:26Transition from Office Job to Farming 19:54Balancing Family and Farming Life 20:50Encouragement for Young Entrepreneurs 21:47Social Media and Business Marketing 22:46Guest Introduction Blake Anderson 23:14Blake's Farming and Teaching Background 24:10Challenges and Rewards of Teaching Agriculture 25:05Involvement in Farm Bureau and Leadership 26:26Agriculture Education and Youth Engagement 27:23Experience at the National Convention 28:21Advice for Aspiring Ag Teachers 29:15Work-Life Balance and Teaching Challenges 30:37Future Farming Goals and Community Impact 31:04Importance of Agriculture Advocacy 32:29Student Impact and Mentorship 33:52Encouragement for Future Educators 34:49FFA Traditions and Changes 36:39Communication and Technology in Agriculture Education 38:29Participation in National FFA Events 40:49Youth Engagement and Career Inspiration 41:45Reflections on Teaching and Farming 43:39Advice for Future Agriculture Leaders

The Water Tower Hour
Global Oil Shock: Supply Risk, Strategic Reserves, and the Market Outlook

The Water Tower Hour

Play Episode Listen Later Mar 10, 2026 22:13


Send a textIn this episode of the WTR Small‑Cap Spotlight Video Podcast (recorded on 3/9/2026), members of the Water Tower Research Energy Team — Jeff Robertson, Richard Tullis, and Chris Degner — join host Tim Gerdeman to break down the rapid surge in oil prices following escalating geopolitical tensions in the Middle East.With elevated oil prices and disruptions affecting shipping through the Strait of Hormuz — a corridor that typically handles about 20% of global oil flows — the team examines how supply interruptions, strategic petroleum reserve releases, and OPEC dynamics may shape energy markets in the weeks ahead.They also explore how quickly U.S. shale producers could respond, why gasoline prices are rising so rapidly, what the oil futures curve is signaling about tightening supply, and which segments of the energy sector may be best positioned if elevated prices persist.

Bob Sirott
Associated Bank Market Outlook: 03/10/26

Bob Sirott

Play Episode Listen Later Mar 10, 2026


On March 10th, 2026, Steve Grzanich shares today's potential market drivers:

Secure Your Retirement
Stock Market Outlook Risks - Opportunities, and What to Do Right Now

Secure Your Retirement

Play Episode Listen Later Mar 9, 2026 17:16


In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the stock market outlook 2026 and what investors should be paying attention to as headlines around inflation, geopolitical tension, tariffs, and government uncertainty continue to drive market volatility. With markets coming off multiple strong years of performance, they break down what's really happening beneath the surface — and how to think about market risks and market opportunities without letting emotions derail your long-term plan for Retirement.Listen in to learn about how inflation and the stock market are connected, why proper diversification goes beyond simply owning multiple funds, and how a thoughtful retirement investing strategy — built around the three-bucket strategy — can help you stay confident no matter what 2026 brings. If you're focused on retirement income planning, protecting gains after a strong run-up, and building a Retirement financial plan that allows you to retire comfortably, this episode delivers timely perspective and practical guidance.In this episode, find out:Why the stock market outlook 2026 is shaped by inflation, global leadership changes, and concentrated tech exposureHow hidden concentration risk can undermine your diversification strategy — even if you own multiple funds or advisorsThe importance of disciplined portfolio rebalancing after several strong market yearsHow the three-bucket strategy supports stability, growth, and income during periods of market volatilityWhy integrating investments with taxation, withdrawals, estate planning, and income creates a stronger retirement financial planning framework.Tweetable Quotes:"Diversification isn't about how many accounts you have — it's about making sure your investments aren't all exposed to the same risk." — Radon Stancil"There's always going to be something creating market volatility. The key is having a plan in place before it happens." — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Bob Sirott
Associated Bank Market Outlook: 03/09/26

Bob Sirott

Play Episode Listen Later Mar 9, 2026


On March 9th, 2026, Steve Grzanich shares today's potential market drivers:

Market Call
Bruce Campbell's Market Outlook: Canadian Equities (March 9, 2026)

Market Call

Play Episode Listen Later Mar 9, 2026 44:47


Bruce Campbell, president & portfolio manager at StoneCastle Investment Management, shares his outlook on Canadian Equities.

The Ag View Pitch
#757 - "Hold your Breath..." - Weekly Market Outlook: Mar 9th - 13th

The Ag View Pitch

Play Episode Listen Later Mar 8, 2026 22:20


19 Minutes PodcastCrude, Iran, and commodity profit-taking. Shay and Daniel discuss all of this and more in the March 2026 first Sunday Market Outlook

Bob Sirott
Associated Bank Market Outlook: 03/06/26

Bob Sirott

Play Episode Listen Later Mar 6, 2026


On March 6th, 2026, Steve Grzanich shares today's potential market drivers:

Market Call
Paul Harris' Market Outlook: North America and Global Large Caps (Mar. 6, 2026)

Market Call

Play Episode Listen Later Mar 6, 2026 44:46


Paul Harris, portfolio manager at Harris Douglas Asset Management, shares his outlook on North America and Global Large Caps.

Kite Consulting
From Forage Shortfalls to Feed Price Spikes: The Feed Market Outlook

Kite Consulting

Play Episode Listen Later Mar 6, 2026 31:36


In this week's episode of the Kite Podcast, Will Evans is joined by Kite Consultant Torin Nicholson, KW Feed procurement manager Chris Pickles, and producer Becki Reay as they unpack the growing regional disparities in forage availability across the UK. Torin highlights why some areas are seeing plentiful forage while others face shortages, and what this means for farmers trying to formulate effective rations. Chris provides a clear overview of the current feed market, discussing the volatility created by supply chain disruptions caused by US/Israeli strikes in the Middle East and the impact of ADM's production halt on the rapemeal sector. The team also looks ahead to the coming months, exploring the importance of strategic fertiliser planning, particularly with potential price rises linked to geopolitical pressures. Despite the challenges, the panel brings a sense of realism and optimism. They reflect on recent a stabilizing milk market, share why there are reasons to feel positive about the market outlook. Chris Walkland's latest milk market report adds further positivity, with recent trading continuing to show strong progress. Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of Dairy Consulting Ltd or its affiliated companies. The views of the presenter are personal and may not be the views of Dairy Consulting Ltd. The contents of this podcast are the copyright of Dairy Consulting Ltd.

Bob Sirott
Associated Bank Market Outlook: 03/05/26

Bob Sirott

Play Episode Listen Later Mar 5, 2026


On March 5th, 2026, Steve Grzanich shares today's potential market drivers:

Market Call
Ryan Modesto's Market Outlook: North American Equities (Mar. 5, 2026)

Market Call

Play Episode Listen Later Mar 5, 2026 44:46


Ryan Modesto, CEO & portfolio manager at i2i Capital Management, shares his outlook on North American Equities.

Bob Sirott
Associated Bank Market Outlook: 03/04/26

Bob Sirott

Play Episode Listen Later Mar 4, 2026


On March 4th, 2026, Dave Schwan shares today's potential market drivers:

Market Call
John Zechner's Market Outlook: North American Large Caps (Mar. 4, 2026)

Market Call

Play Episode Listen Later Mar 4, 2026 44:48


John Zechner, chairman & founder of J. Zechner Associates, shares his outlook on North American Large Caps.

Bob Sirott
Associated Bank Market Outlook: 03/03/26

Bob Sirott

Play Episode Listen Later Mar 3, 2026


On March 3rd, 2026, Dave Schwan shares today's potential market drivers:

Market Call
Keith Richards' Market Outlook: Technical Analysis (Mar. 3, 2026)

Market Call

Play Episode Listen Later Mar 3, 2026 44:47


Keith Richards, president and chief portfolio manager at ValueTrend Wealth Management, shares his outlook on Technical Analysis.

Gimme Some Truth
2026 Market Outlook: 5 Forces That Could Reshape Stocks This Year

Gimme Some Truth

Play Episode Listen Later Mar 2, 2026 19:11


What will drive markets in 2026?In this February 2026 episode of Gimme Some Truth, hosts Nate Condon and Clint Walkner examine five major market catalysts investors should watch this year: elevated U.S. equity valuations, international market rotation, a potential new Federal Reserve Chair, inflation's evolving target, and AI-driven volatility.The discussion expands on their published article featured in Walkner Condon's 2026 Market Outlook, outlining why stretched U.S. stock valuations may require record earnings growth to justify further gains — and why earnings misses are being punished more severely. They explore the reemergence of developed, emerging, and frontier international markets, the impact of a weakening U.S. dollar, and whether dollar strength could return later in 2026.Read the 2026 Market Outlook - https://walknercondon.com/market-outlook-guide-2026/ They also analyze the implications of a potential new Fed Chair, the political dynamics surrounding Jerome Powell, and how changes in Federal Reserve leadership could influence interest rates and overall market stability.On inflation, they consider whether the effective target is closer to 2.5%–3% and discuss how artificial intelligence may introduce longer-term deflationary forces. Finally, they examine the transition from large language models (LLMs) to agentic AI implementation in 2026 — and what automation, SaaS repricing, AI IPO activity, and increased market volatility could mean for investors.If you're focused on diversification, global equity exposure, Federal Reserve policy, inflation trends, AI investing, or the 2026 stock market outlook, this episode provides timely perspective.⏱️ Timestamps00:00 2026 Market Outlook01:52 Stretched U.S. Valuations & Earnings Risk03:54 International Market Rotation & Dollar Trends05:41 New Fed Chair & Policy Uncertainty08:01 Inflation Target Debate: 2% vs 2.5–3%09:29 AI Implementation Era & Market Volatility15:42 IPO Risks, Diversification & What's NextSUBSCRIBE: @walknercondon For 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

Bob Sirott
Associated Bank Market Outlook: 03/02/26

Bob Sirott

Play Episode Listen Later Mar 2, 2026


On March 2nd, 2026, Dave Schwan shares today's potential market drivers:

Market Call
John O'Connell's Market Outlook: North American Large Caps (Mar. 2, 2026)

Market Call

Play Episode Listen Later Mar 2, 2026 44:47


John O'Connell, CEO of Davis Rea, shares his outlook on North American Large Caps.

The Ag View Pitch
#755 - "Wheat Rally, Corn and Soybean Outlook" - Weekly Market Outlook: Mar 2nd - 6th

The Ag View Pitch

Play Episode Listen Later Mar 1, 2026 32:36


Wheat woke up this week and brought volatility with it. In this episode we break down what's driving the rally, what spreads and basis are signaling, and whether this move has legs or is just short covering.We also cover corn and soybean outlook, including export pace, ethanol demand, crush margins, and key technical levels to watch. As always, the focus is on practical marketing decisions, not just price talk.If wheat stays strong, what does it mean for corn and beans? And more importantly, what's your plan if this market gives you opportunity?

The Korelin Economics Report
Weekend Show – KER QuickTake & Dan Steffens – Metals & Energy Market Outlook: Top Metal and Energy Picks

The Korelin Economics Report

Play Episode Listen Later Feb 28, 2026


  In this weekend edition, we bring you live insights from the floor of the Las Vegas MoneyShow followed by an in-depth energy sector deep...

STtalks
STtalks #369 - Make Every Breeding Count: Market Outlook and Gender-Sorted Semen in Beef with Aaron Arnett, Zach Clodfelter & Dr. Carl Dahlen

STtalks

Play Episode Listen Later Feb 28, 2026 33:42


As the U.S. beef herd continues to decline, we visit with STgenetics® Beef managers, Aaron Arnett and Zach Clodfelter along with Dr. Carl Dahlen of North Dakota State University to learn about the state of the current market. They discuss how the industry is adapting to tighter cattle supplies by increasing carcass weights, supported by genetic improvement and sustained demand for high-quality beef. The group then dives into the balance of managing record high prices with long-term herd sustainability and where adoption of Artificial Insemination plans and gender-sorted semen technology can fall into place to improve profitability, replacement strategies and herd rebuilding.

The KE Report
Weekend Show - KER QuickTake & Dan Steffens - Metals & Energy Market Outlook:Top Metal and Energy Picks

The KE Report

Play Episode Listen Later Feb 28, 2026 76:10


In this weekend edition, we bring you live insights from the floor of the Las Vegas MoneyShow followed by an in-depth energy sector deep dive. The common thread: a global commodity supercycle driven by supply chain shifts, AI-related infrastructure demand, and significant consolidation in the oil and gas space. Segment 1 & 2 - In this live KER QuickTake recorded from the MoneyShow in Las Vegas, Cory and Shad discuss the current commodity supercycle and the shift toward domestic sourcing of critical minerals. They analyze investment opportunities across the precious, base, and energy metal sectors, emphasizing the importance of selecting mid-tier producers and companies with established growth pathways in the current bull market. Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, discusses the recent rebound in oil prices driven by geopolitical tensions in Iran and high demand for diesel. He also explores the growth and investment potential in energy stocks, specifically focusing on the recent mergers and acquisitions involving companies like Devon Energy and Whitecap Resources. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis - http://www.energyprospectus.com/   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Bob Sirott
Associated Bank Market Outlook: 02/27/26

Bob Sirott

Play Episode Listen Later Feb 27, 2026


On February 27th, 2026, Kevin Wells shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 02/26/26

Bob Sirott

Play Episode Listen Later Feb 26, 2026


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

Bob Sirott
Associated Bank Market Outlook: 02/25/26

Bob Sirott

Play Episode Listen Later Feb 25, 2026


On February 25th, 2026, Steve Grzanich shares today's potential market drivers:

Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD

email chris@drchrisloomdphd.com with "Podcast freebie" to book a coveted FREE guest spot on the show. To book a PREMIUM spot on the Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/_paylink/AZpgR_7f⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a 1-on-1 coaching call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/booking-calendar/introductory-session⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Become a member of our Podcast community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our email list: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://financial-freedom-podcast-with-dr-loo.kit.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to join PodMatch (the "AirBNB" of Podcasting): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.joinpodmatch.com/drchrisloomdphd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to purchase my books on Amazon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/2PaQn4p⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to purchase my audiobooks, visit: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠To help support the show:CashApp- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cash.app/$drchrisloomdphd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Venmo- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://account.venmo.com/u/Chris-Loo-4⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.buymeacoffee.com/chrisJx⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

Bob Sirott
Associated Bank Market Outlook: 02/24/26

Bob Sirott

Play Episode Listen Later Feb 24, 2026


On February 24th, 2026, Steve Grzanich shares today's potential market drivers:

Gimme Some Truth
Is the S&P 500 Too Concentrated? What Investors Need to Know

Gimme Some Truth

Play Episode Listen Later Feb 23, 2026 19:28


The S&P 500's top 10 companies now represent over 40% of the index — the highest market concentration in modern history. What does that mean for investors?In this episode of Gimme Some Truth, we break down market concentration risk, the CAPE ratio (Shiller P/E), and how today's valuations compare to the dot-com bubble. With U.S. large-cap stocks trading at historically elevated levels, we explore whether international diversification, emerging markets, and value-oriented strategies may offer better risk-adjusted opportunities.If you're concerned about overexposure to the Magnificent Seven, high valuations, or portfolio risk heading into 2026, this discussion will help you think strategically about global asset allocation and long-term investing.

TD Ameritrade Network
Tariff Uncertainty Clouds Market Outlook, Geopolitical Risks Back Crude Rally

TD Ameritrade Network

Play Episode Listen Later Feb 23, 2026 7:15


A weaker-than-expected factory orders print is one Kevin Green doesn't see moving markets much. What he believes will: tariffs. KG adds perspective to questions marks around the tariff picture and its impact on what he calls largely rangebound action in recent months. He takes investors through technical analysis in crude oil and geopolitical pressures pushing prices higher. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Podcast – Oxford Institute for Energy Studies
OIES Podcast – Gas Market Outlook

Podcast – Oxford Institute for Energy Studies

Play Episode Listen Later Feb 23, 2026


In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Jack Sharples and Mike Fulwood about the impact of the recent cold weather on gas markets and the outlook for the rest of 2026. We start with a review of prices over the past couple of months and a […] The post OIES Podcast – Gas Market Outlook appeared first on Oxford Institute for Energy Studies.

Illinois News Now
Wake Up Tri-Counties Katie Laleman Talks Market Outlook Seminar, Women in Ag Conference, and Farm Bureau Membership

Illinois News Now

Play Episode Listen Later Feb 23, 2026 9:14


Katie Laleman joined Wake Up Tri-Counties to talk about the upcoming Market Outlook Seminar, Women in Ag Conference, and Farm Bureau membership. The Henry County Farm Bureau is gearing up for a busy March, hosting important events to support local agriculture. A key highlight is the Market Outlook seminar on March 12th at Lavender Crest, led by market analyst Darren Newsome. Interested participants are encouraged to RSVP by March 5th by calling 309-937-2411. Toward the month's end, the annual Women in Agriculture Conference takes place on March 27th at Bally's Quad Cities, featuring keynote speaker Tara Barrett-Dusen. With registration filling fast, attendees can learn more at womeninagricultureconference.com. Farm Bureau membership remains open to both those in agriculture and supporters, unlocking a wide array of discounts and benefits.

Bob Sirott
Associated Bank Market Outlook: 02/23/26

Bob Sirott

Play Episode Listen Later Feb 23, 2026


On February 23rd, 2026, Steve Grzanich shares today's potential market drivers:

The Ag View Pitch
#754 - "What Most Farmers Get Wrong: RP vs ECO vs SCO" - Weekly Market Outlook: Feb 23-27

The Ag View Pitch

Play Episode Listen Later Feb 22, 2026 31:40


https://19-minutes.supercast.com/We're heading into the last week of February price discovery for crop insurance, and Iowa State economist Chad Hart joins us to break down what matters most right now and how to use crop insurance as a practical risk management tool that supports smarter pre-harvest marketing. We talk about why the final week of volatility can move premiums and what this year looks like versus last year, how to think through RP versus county products like SCO and ECO, and why “saving premium” can quietly mean taking on more risk. Chad also explains why ECO can make sense over time, especially in deeper loss years, then we pivot to the bigger market setup including USDA outlook takeaways, export expectations, what that could mean for stocks, and how corn versus soybean margins could shape 2026 acreage.We finish with a simple way to frame old crop versus new crop decisions, how to approach incremental sales, and how cost of carry fits into spring marketing. This is educational, not marketing advice, so use it as a framework and match decisions to your farm's APH, unit structure, costs, and risk tolerance.

Planet MicroCap Podcast | MicroCap Investing Strategies
Power Plays with Luis Sanchez, Founder of LVS Advisory

Planet MicroCap Podcast | MicroCap Investing Strategies

Play Episode Listen Later Feb 20, 2026 61:50


In this episode of the Planet MicroCap Podcast, I'm joined by Luis Sanchez, Founder of LVS Advisory, to discuss his firm's differentiated event-driven and global growth strategies, and why he sees compelling opportunities emerging outside the crowded large-cap tech trade. Luis walks us through his high-conviction “Power Thesis,” which identifies a massive structural shortage in U.S. electricity driven by AI and data center demand, and highlights key beneficiaries across nuclear, LNG, and energy infrastructure. We also explore why LVS is optimistic about merger arbitrage and corporate restructurings in 2026, how he's positioning around global dislocations and misunderstood compounders, and why today's concentrated market environment may be creating one of the most attractive opportunity sets for disciplined, catalyst-driven investors. We mention a number of companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about LVS Advisory, please visit: https://lvsadvisory.com/ Chapters: 00:00 Introduction and Background 02:45 Investment Strategies Overview 06:01 Event-Driven Investing Insights 09:10 Merger Arbitrage Opportunities 11:50 Market Outlook for 2026 15:11 Catalysts vs. Quality Businesses 18:02 Case Study: Talon Energy 20:54 Power Thesis and Macro Insights 24:08 Characteristics of Quality Investments 30:47 The Role of LNG in Global Energy Markets 39:05 Investing in Microcap Energy Companies 47:44 Exploring Nuclear Energy Opportunities 50:42 Future Trends in Housing and Media Investments Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

HousingWire Daily
MBA's Marina Walsh on the housing market outlook

HousingWire Daily

Play Episode Listen Later Feb 20, 2026 16:45


On today's episode, Editor in Chief Sarah Wheeler talks with Marina Walsh, vice president of industry analysis at the Mortgage Bankers Association, about the MBA's housing market outlook delivered at the MBA Servicing conference. Related to this episode: HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ More info about HousingWire To learn more about Trust & Will click here. The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

Empire
Hivemind: Surviving Market Chop, Is Crypto Bottoming & Reasons to Be Optimistic in 2026

Empire

Play Episode Listen Later Feb 19, 2026 60:07


This week, the Hivemind team breaks down the current market chop as equities trade sideways and crypto tries to hold on after a huge downturn. We deep dive into whether we've finally bottomed, reasons to be optimistic, AI's impact on markets, Aave's value accrual, and more. Enjoy! -- 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 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (01:24) Market Outlook (18:54) AI's Impact on Markets (27:18) Reasons To Be Optimistic In 2026 (36:20) Aave's Value Accrual (45:28) Base, Zora & Pair Trades -- 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.

Money Guy Show
Vanguard Predicts Market Collapse in 2026 (Are They Right?)

Money Guy Show

Play Episode Listen Later Feb 18, 2026 66:14


Vanguard released their annual Economic and Market Outlook, and this year isn't a happy report. We take a look at some of the key insights, then give you the steps you can take to protect your finances - no matter how the market performs. Then we answer your financial questions and have yet another update to our "It Doesn't Depend" rapid fire segment! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DRINKAG1.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices

Trader Merlin
2026 Market Outlook with John O'Donnell - 02/17/26

Trader Merlin

Play Episode Listen Later Feb 17, 2026 54:47


What happens when an Austrian economist and lifelong gold bug starts warming up to Bitcoin? In today's episode, I welcome longtime friend and Austrian economist John O'Donnell to break down the current market environment and his outlook for 2026. John has built his framework around sound money principles, inflation cycles, and central bank policy—but recently he's been "orange pilled" by Bitcoin. That shift alone makes this conversation worth tuning in for. We'll dive into: The current macro landscape Central bank policy and long-term currency risk Gold vs. Bitcoin in a changing monetary system What he sees coming in 2026 across equities, commodities, and hard assets If you're interested in Austrian economics, inflation, gold, Bitcoin, and long-term market cycles, this episode connects big-picture philosophy with real-world investing strategy. Listen now: