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From Tariffs to AI: A Year in Review and a Look Ahead
In Episode 52 of The Market Enthusiast, Noah Brooks and Chris Needs reflect on the themes that defined markets in 2025 and discuss what investors should be watching as 2026 approaches.
They explore how tariffs and policy uncertainty influenced hiring and business behavior, why job growth has slowed, and what shifting labor trends may mean for economic momentum. The conversation also examines market rotation, international outperformance, and how artificial intelligence, automation, and capital investment are reshaping productivity expectations.
With markets delivering strong returns despite…
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