Charting the Year Ahead with Marc Seidner

In our last episode of 2025, here are 5 big themes we think will be critical to investment decisions in 2026.  Join Greg Hall and Marc Seidner for a discussion about stocks, credit, commodities, and munis, and of course it wouldn’t be Accrued Interest without a fair bit of fixed income!  Ugly Christmas sweaters optional… SHOW NOTES

(2:56) With valuations stretched, what’s attractive in equities for 2026?

(13:43) Is it time to replace cash with bonds?

(23:41) What’s next for Bitcoin, Gold, and other commodities?

(30:24) Risks, realities, and opportunities in credit markets

(49:08) Why munis continue to offer value

If you enjoyed the episode, check out our previous conversations:

Cameron Dawson on Macro, Markets, and Musical Metaphors – Apple, Spotify

Jason Duko on Risks and Realities in Today’s Credit Markets – Apple, Spotify

And read our 2026 Investment Outlook:

Charting the Year Ahead: Investment Ideas for 2026

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