Episode 78 | Reviewing 2025 market predictions and outlook for 2026

Description:
Chris Kaminski and Hao Dang review their 2025 market predictions, breaking down what they got right, what they got wrong, and the key surprises that shaped the year. They discuss major themes across energy, inflation, interest rates, AI spending, market leadership, and investor behavior. The conversation then shifts to bold predictions for 2026, covering stocks, rates, unemployment, AI competition, IPOs, and which companies could define the next market cycle.

We discuss:
➡️ Reviewing 2025 market predictions and key takeaways
➡️ Clean energy’s outperformance and shifting sector leadership
➡️ Why consumers largely ignored tariffs and rising U.S. debt
➡️ Inflation, interest rates, and Federal Reserve policy decisions
➡️ Gold’s unexpected strength and a weaker U.S. dollar
➡️ AI spending, efficiency gains, and market reactions
➡️ Big Tech winners and losers, including Google, Meta, Nvidia, Tesla, and Apple
➡️ IPO activity and the challenges of going public in the AI era
➡️ Market, economic, and policy predictions for 2026