Earn Your Leisure

2026 Stock Market Predictions: AI, Political Risk & Global Conflict

6 snips
Jan 11, 2026
Morgan Debaun, founder and investor, shares her historical market insights and reveals how the first five trading days can forecast a strong market year. She expresses cautious optimism for double-digit gains in 2026. Ian Dunlap, a political and markets commentator, discusses the significant impact of domestic politics on stock performance, speculating on the 'blue wave' effect and its potential consequences. Together, they explore geopolitical tensions, the influence of AI on sectors, and the dynamics of media in shaping investor sentiment.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Risk-On Rally May Precede Midyear Correction

  • Troy Millings predicts a strong first half of 2026 with major indices rallying hard.
  • He warns commodity highs plus risk-on tech and crypto mean a correction or rotation is likely mid-year.
ADVICE

Trim Exposure To Vulnerable Software Stocks

  • Monitor which software and legacy tech companies lose relevance as AI automates more tasks.
  • Consider trimming exposure to lower-tier software names that can't justify a premium.
INSIGHT

Leadership Stagnation Is A Market Vulnerability

  • Troy Millings criticizes stagnant corporate leadership at major firms as a hidden market risk.
  • He calls for succession and fresh leadership to restore growth at companies like Disney and Apple.
Get the Snipd Podcast app to discover more snips from this episode
Get the app