Valuations and model portfolio results

We explore the forces likely to shape financial markets in 2026 and how to make better decisions as you pursue your goals this year.

Topics covered include:

• The difference between intentions and resolutions
• Key behavioral biases and how to overcome them
• The cautionary tale of a private real estate fund that went public
• Is the affordability crisis real?
• The big test for AI in 2026
• The financial and economic outlook for the year

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Show Notes

A Slightly Better You in the New Year by Roland Fryer—The Wall Street Journal

Paying Not to Go to the Gym by Stefano DellaVigna and Ulrike Malmendier—American Economic Association

Handbook of Cognitive Biases—Federal Intelligence Service FIS

Employed full time: Median usual weekly real earnings: Wage and salary workers: 16 years and over—Federal Reserve Bank of St. Louis

America’s affordability crisis is (mostly) a mirage—The Economist

When Your Private Fund Turns $1 Into 60 Cents by Jason Zweig—The Wall Street Journal

Canadians Are Furious After Real Estate Funds Lock Up Their Money by Paula Sambo—Bloomberg

Blue Rock TI+ Annual Report—Securities and Exchange Commission

Which jobs have grown (and declined) fastest during your working life? by Andrew Van Dam—The Washington Post

Is AI More Like a Mind or a Market? by Walter Frick—Bloomberg

Don’t Fear the Bubble Bursting by Carl Benedikt Frey—The New York Times

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