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AI, Power, and Policy Volatility: The Forces Shaping Markets Right Now
In episode 54 of The Market Enthusiast, Noah Brooks and Chris Needs explore the key forces influencing markets as January 2026 comes to a close, from shifting market leadership to rising energy demands and ongoing policy uncertainty.
With the S&P 500 hovering near 7,000, they discuss why performance is rotating away from big tech and toward small caps, value stocks, and international markets, including strong gains in emerging markets. They also examine whether this rotation is likely to persist or if leadership could shift again as earnings season unfolds.
The conversation turns to the…
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