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Essentials: How Alex Thompson is setting up clients for 2026 | Viola Private Wealth
As 2026 kicks off with big headlines (AI bubble? trade wars? geopolitics?), Alex Thompson from Viola Private Wealth joins Ren to zoom out and discuss why good investing fundamentals don’t change, even when the world does.
They unpack what’s driving markets, why private markets are becoming more relevant, and the simple portfolio disciplines Alex uses to keep clients on track.
In this episode:
02:46 How will 2026 be different to 2025?
10:53 Is AI a bubble? The role of leverage, debt markets, and why the answer matters less than portfolio design
13:57 Private markets explained and why companies…
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