POPULARITY
Emerging-market funds will have a tough act to follow in 2026. The category racked up big gains last year following small returns for years. And a mix of factors like trade tensions prompted many investors to shift their dollars outside the US. Should you add emerging-market funds to your portfolio? And which ones were winners or losers? Morningstar's senior principal of ratings Russ Kinnel dug into the data. The editor of the FundInvestor newsletter is here to tell you want he found.How to Get the Most Out of Your IRA ContributionsOn this episode: 00:00:00 Welcome00:01:16 2026 IRA Contribution Limits00:01:45 How to Decide Between a Traditional and Roth IRA00:03:52 Stock Investing Mistakes to Avoid With Your IRA00:05:20 How to Invest Your IRA When You're Early in Your Career00:08:13 How to Assess Your IRA in the Middle of Your Earning Years00:10:23 The Advantages of Non-US Stocks and How to Diversify Your IRA00:14:30 How to Derisk Your Portfolio as You Approach Retirement00:16:47 Rebalancing Your IRA Without Tax Consequences00:17:48 Is it ever too late to Contribute to Your IRA? Watch more from Morningstar:3 Winners and 3 Losers from Emerging-Market Funds' Big RallyHow New Retirees Can Spend More Without Risking Their SavingsBeyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing? Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus - Thursday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Markets finished mostly higher.
Plus - Tuesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus - Wednesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Goldman Sachs' Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management, shares her team's investment views for the year ahead. Find all our outlooks for the year ahead here: https://www.goldmansachs.com/insights/outlooks/2026-outlooks This episode was recorded on January 9, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, expressed or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at www.GS.com/research/hedge.html. Goldman Sachs does not endorse any candidate or any political party. This material represents the views of the Wealth Management Investment Strategy Group and is not a product of Goldman Sachs Global Investment Research (GIR). It is not research and is not intended as such. The views and opinions expressed by ISG may differ from those expressed by GIR, LP, or other departments or businesses of Goldman Sachs. Past performance is not indicative of future results which may vary. Copyright 2026, Goldman Sachs, all rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus - Monday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
U.S. stocks are ticking higher.
Gold helps move stocks higher.
U.S. stocks climb again.
Stocks climb for a second day in a row.
Plus - Wednesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Stocks rebound from big losses yesterday.
Plus - Wednesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus - Thursday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Jim Rogers, who has sold all his US shares, warns that the American market has been going up longer than ever in history and when people say "it's different this time," you should look out the window and ask questions. While he doesn't think we're in a bubble yet, he sees bubble characteristics forming and is watching for signs to start shorting - like kids leaving college for the stock market and everyone talking about their investments. Rogers is deeply concerned about the $38.6 trillion in balance sheet debt plus over $200 trillion in off-balance sheet obligations, noting that historically this has always led to big problems. He still owns gold and silver but isn't buying at all-time highs, holds positions in China and Uzbekistan, and says he's "not happy" about the US capturing Venezuela's president - calling it "not normal" and "not defensible on the international stage." His stark conclusion: "It's a good time to be an old American. Young Americans are going to have lots of problems in their lifetime."This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJulia00:00 Intro and welcome Jim Rogers01:28 US economy and market going up longest in American history - sold all US shares02:06 Has the US performance surprised you?02:53 What questions should we be asking right now?02:58 When should I start selling short? Exuberance setting us up for a top03:41 Still owns shares in Uzbekistan and China - assessing China after recent run04:12 Is the US in a bubble? Not yet, but beginning to have bubble characteristics05:31 Worst crisis in our lifetime still coming - debt is unbelievable07:55 Fed Chair Powell DOJ subpoena11:00 US debt highest in history of the world, Fed printing huge amounts of money13:12 Gold and silver performance - owns both, not selling, will buy more if they go down15:34 Room to run in precious metals? Debt skyrocketing, money printing everywhere16:36 What signs would make you short? 17:27 America losing financial wherewithal 19:44 Portfolio: Watching China go straight up, watching Uzbekistan, not adding21:30 Venezuela22:53 Nearly every stock market in the world making new highs - time to ask questions24:56 Greatest strength and weakness as investor? 25:57 Biggest mistake? 27:46 Parting thoughts
Plus - Wednesday's fortunate/unfortunate stocks. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wall Street is sinking again. The AP's Seth Sutel has more.
Plus - Tuesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus - Monday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus - Thursday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus - Wednesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar covers a calm start for global equities following a strong US rally that pushed the Dow to fresh highs, while weak ISM manufacturing data kept pressure on the dollar ahead of the jobs report. European stocks extended gains, supported by resilient PMI data. Commodities rallied, with copper hitting records, and crypto stayed strong as Bitcoin ETFs attracted major inflows amid rising competition.
Plus - Tuesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus - Monday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus - Tuesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus - Monday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
US stocks drift to more records on a holiday-shortened day of trading
Plus - Tuesday' fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
U.S. stocks are holding near their record levels.
In this final Market Maker markets episode of the year, Anthony and Piers deliver a global recap of 2025's biggest winners, losers, and trends. From the AI-driven tech shake-up and Wall Street's banking boom to the surprise surge in Spain's stock market, they break down the key moves. Looking ahead to 2026, will inflation, a Fed leadership transition, or even a ‘Great AI Energy Blackout' derail the bull run? Listen in for clear insights, easy-to-follow strategy, and a few surprising predictions.(00:00) Intro & 2025 in Review(03:50) US Equity Sectors(05:08) Hyperscalers Dominant (14:41) AI Investment Ecosystem(21:01) Data Integration vs SaaS Stocks(22:45) Financials Stage a Comeback(30:18) Value Rotation(33:59) Healthcare Divisions(42:52) Highlights in Fixed Income(46:52) Gold Shines while Oil Slumps(49:54) The End of the US Dollar?(53:19) Outlooks for US Stocks in 2026(59:22) Potential Risks(1:02:38) Black Swan Event
U.S. stocks are rising.
US stocks rise at the start of a holiday-shortened week
Plus- Monday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus - Thursday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
U.S. stocks jump after the latest inflation report.
Plus - Wednesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus - Tuesday's fortunate/unfortunate stocks. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus - Monday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
U.S. stocks are drifting in mixed trading.
Markets are looking ahead, ending the day lower.
Most U.S. stocks are rising, but a major tech company is keeping Wall Street in check.
AI held back gains on Wall Street.
A rate cut send stocks higher.
Plus - Wednesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Stocks tread water in anticipation of interest rate news.
Plus - Monday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ondo's launch of tokenized US stocks and ETFs within the Binance wallet with Ondo Finance President Ian de Bode. Ondo Finance President Ian de Bode joins CoinDesk Live, presented by Celo, from Binance Blockchain Week to announce the launch of tokenized US stocks and ETFs within the Binance wallet, giving 280 million global users 24/7 access to US capital markets. Plus, he explains why tokenized assets are superior to traditional brokerage accounts, offering seamless transferability, DeFi utility, and lower fees for international investors. - This episode was hosted by Jennifer Sanasie and Sam Ewen.
Ondo's launch of tokenized US stocks and ETFs within the Binance wallet with Ondo Finance President Ian de Bode. Ondo Finance President Ian de Bode joins CoinDesk Live, presented by Celo, from Binance Blockchain Week to announce the launch of tokenized US stocks and ETFs within the Binance wallet, giving 280 million global users 24/7 access to US capital markets. Plus, he explains why tokenized assets are superior to traditional brokerage accounts, offering seamless transferability, DeFi utility, and lower fees for international investors. - This episode was hosted by Jennifer Sanasie and Sam Ewen.