Capitalism.com with Ryan Daniel Moran What I Predict For 2026: Market Crash, Trends, Investments, & Overlooked Opportunities
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Jan 14, 2026 Dive into bold predictions for 2026, featuring a forecasted 20-25% market pullback sparked by the AI stock bubble. Explore the rise of agentic commerce, where AI is set to revolutionize shopping. Expect an 'ecommerce spring' with growth opportunities, while traditional email lists are replaced by thriving community hubs. Watch for Pinterest's ascension as a major e-commerce player. Plus, intriguing insights into shifting political landscapes, as Democrats aim to reconnect with male voters. And don't miss the top stock picks of the year!
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Reviewing 2025 Stock Calls
- Ryan reviews his 2025 picks: Pfizer (flat), Kellogg's (acquired at +50%), and Alibaba (doubled).
- He uses that track record to justify confidence in repeating thesis-driven picks.
AI SaaS Became Mainstream
- AI SaaS exploded in 2025 because building tools on top of models became straightforward and replicable.
- Ryan expects consolidation as commoditization pushes price points down over time.
Conglomerates Returned To M&A
- Ryan cites 2025 acquisitions: Kimberly‑Clark buying another CPG, Ferrero acquiring Kellogg's, and Unilever buying Dr. Squatch.
- He uses these deals to illustrate the resurgence of conglomerate activity in consumer brands.