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Ven Sreenivasan
Veteran market watcher and commentator offering macro and sector insights on markets, valuation, and portfolio construction throughout the episode.
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Jan 4, 2026
• 37min
S2E33: How to invest in 2026
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Ven Sreenivasan, a veteran market watcher, and Kass Phai, a savvy Gen Z investor, dive into the tumultuous investment landscape of 2026. They discuss the potential risks of tech stocks and compare the current AI boom to the dot-com bubble. Kass emphasizes the need for young investors to focus on fundamentals while balancing their portfolios. They explore other promising sectors like REITs and healthcare, caution about property underperformance, and highlight the value of emotional discipline in investing. It's a thought-provoking look at navigating future investments!
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