It has been another money-making year for investors by and large. Crypto prices are near records, AI-exposed stocks continue to perform well, and Wall Street strategists have begun to come out more bullish for 2026 amid expectations for rate cuts. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with BlackRock’s chief investment and portfolio strategist for the Americas, Gargi Chaudhuri. Chaudhuri thinks investor portfolios are even riskier because of shifts in the foundational relationships between stocks and bonds. Despite more elevated valuations for stocks and expectations for slowing US economic growth, Chaudhuri still leans toward favoring growth stocks like those in the AI space. The veteran strategist also recommends having an allocation in digital assets such as crypto.
Yahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.
Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.
Learn more about your ad choices. Visit megaphone.fm/adchoices