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Why 2026 Will Be a Market Rollercoaster: How to Prepare and Win · Earn Your Leisure

• 0:01
  Speaker 1: This episode is brought to you by P and C Bank.
• 0:03
  Speaker 1: A lot of people think podcasts about work are boring,
• 0:06
  Speaker 1: and sure they definitely can be, but understanding of professionals
• 0:10
  Speaker 1: routine shows us how they achieve their success little by little,
• 0:14
  Speaker 1: day after day. It's like banking with P and C Bank.
• 0:18
  Speaker 1: It might seem boring to save, plan and make calculated
• 0:21
  Speaker 1: decisions with your bank, but keeping your money boring is
• 0:24
  Speaker 1: what helps you live or more happily fulfilled life. P
• 0:27
  Speaker 1: and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly
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  Speaker 1: Boring since eighteen sixty five is a service mark of
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  Speaker 1: the PNC Financial Service Group, Inc. P and C Bank
• 0:39
  Speaker 1: National Association Member FDIC.
• 0:43
  Speaker 2: What is the outlook for twenty twenty six in the market.
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  Speaker 3: It's gonna be tumultuous, but I think it an impositive
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  Speaker 3: and then twenty twenty seven that will have iceberg slim
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  Speaker 3: show up. The most important lesson that I need you
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  Speaker 3: guys to know for twenty twenty sive whether we have
• 1:01
  Speaker 3: a deep decline or we're flat. Your job is to
• 1:06
  Speaker 3: accumulate as many assets as possible. Now, you got to
• 1:09
  Speaker 3: be an asset order like if it's accumulation time. For
• 1:13
  Speaker 3: those of you who believe in micro strategy. If you
• 1:14
  Speaker 3: believe in that, then it's time for you to pile in.
• 1:17
  Speaker 3: If you believe in bitcoin, it's time for you to
• 1:18
  Speaker 3: pile into that. A lot of you asking about SpaceX. Okay, well,
• 1:22
  Speaker 3: let's cover Microsoft first, your index funds first. But this
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  Speaker 3: has to be a deep accumulation year. And also too,
• 1:29
  Speaker 3: now's not the year for you to learn more. And
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  Speaker 3: I know he just said that, but in the market,
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  Speaker 3: we've given you what to invest in, you have.
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  Speaker 2: To deploy more capital.
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  Speaker 3: There the sense that I get from every person that
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  Speaker 3: I talk to, and no one knows what the free
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  Speaker 3: fall cause is going to be, but everyone I talk
• 1:48
  Speaker 3: to knows that there's going to be a free fall
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  Speaker 3: at some point in twenty six going into twenty seven.
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  Speaker 3: And here's the part that no one's going to tell you.
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  Speaker 3: No one's going to save you when you're in desperation,
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  Speaker 3: because no one really gives a fun.
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  Speaker 2: That's why most.
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  Speaker 3: People who have information, they're quieter than ever. In Gatekeeper,
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  Speaker 3: there's not many people telling you. Even on SpaceX, thank
• 2:11
  Speaker 3: god for VLAG, but look how much pushback they gave
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  Speaker 3: him on tokenization.
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  Speaker 2: Of pre IPO assets. We got this.
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  Speaker 3: Market down, but they're going to block you out. The
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  Speaker 3: VC and the angel deals. Why the private equity deals.
• 2:25
  Speaker 3: Why because they don't want you to have access to it.
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  Speaker 3: They want to keep that one percent. It's like, well,
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  Speaker 3: we gave y'all a stock market. You can have that,
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  Speaker 3: but the seven hundred percent gainers that you can get
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  Speaker 3: before even hits the market, we don't even want you
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  Speaker 3: to touch that.
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  Speaker 2: Yeah.
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  Speaker 4: I think that's why this is such an important time,
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  Speaker 4: such an important show, such an important moment.
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  Speaker 2: Twenty twenty six. I'm optimistic about it.
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  Speaker 4: And there's a couple I always talk about catallus events
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  Speaker 4: and things that can have the market move. I think
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  Speaker 4: if you look at the the Hyperscalers, the Metas, the Amazons,
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  Speaker 4: the Microsofts of the world, Google's Tesla, I think from
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  Speaker 4: what we've seen in twenty twenty five and what their
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  Speaker 4: future projections are for twenty twenty six, I think the
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  Speaker 4: Cappeck story still is the same. You ask yourself the question,
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  Speaker 4: are they going to spend less or are they going
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  Speaker 4: to spend more?
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  Speaker 2: And the answer is more.
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  Speaker 4: And if we're talking about infrastructure, are we talking about
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  Speaker 4: spending less? Are were going to be talking about spending more.
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  Speaker 4: We're going to be talking about spending more. We're spending more.
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  Speaker 4: Deregulation is a word that keeps coming up, and I
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  Speaker 4: think it plays a major part into the story of
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  Speaker 4: twenty twenty six in terms of AI, specifically when we
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  Speaker 4: talk about Jensen and our battle, our race to make
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  Speaker 4: sure that we stay ahead of China, he said, the
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  Speaker 4: deregulation is going to be the biggest issue. Right If
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  Speaker 4: it takes us six weeks to build or six years
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  Speaker 4: to build a data center and it takes them two
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  Speaker 4: days to build a hospital, that's going to be a
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  Speaker 4: problem for us in the future. We have to figure
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  Speaker 4: out how we can get these things happening in ult
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  Speaker 4: ground faster, to the point where now AI deregulation is
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  Speaker 4: going state by state, so.
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  Speaker 2: You start to see the early signs with that.
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  Speaker 4: Deregulation helps the AI industry, but it also helps the
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  Speaker 4: financial industry when we're talking about banks, and we'll talk
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  Speaker 4: about those a little bit later.
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  Speaker 1: So that's a tale that I think helps the market.
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  Speaker 1: When you talk about autonomous and EV this is the
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  Speaker 1: year for Tesla, so it show improve.
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  Speaker 2: So that's another event. I think the new fetcher.
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  Speaker 4: Right, This is not going to be a person who
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  Speaker 4: is going to be, you know, someone that's going to
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  Speaker 4: set the economy back, or you would think if or
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  Speaker 4: they wouldn't be selected.
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  Speaker 2: So that is one.
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  Speaker 4: The China story with Nvidio is another one. I think
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  Speaker 4: that first half of the year, I'm super optimistic. I
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  Speaker 4: think we're going to have another positive year. I know
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  Speaker 4: you we're pacing. We're pacing at seventeen percent right now
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  Speaker 4: or just under it three years and potentially of twenty
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  Speaker 4: percent gains. Now, that's happened once before. I was listening
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  Speaker 4: to Tom Lee earlier. It was like, we've seen this
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  Speaker 4: happen in the nineties when we were talking about the internet,
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  Speaker 4: and then that fourth year was actually one of the
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  Speaker 4: better years out of the four. Obviously we know what
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  Speaker 4: happens in ninety nine and two thousand, But I'm optimistic
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  Speaker 4: about the market. I saw Oppenheimer had an S ANDP
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  Speaker 4: target of eighty one hundred, and then there was sp
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  Speaker 4: rays of seventy one hundred. But that meeting it's like
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  Speaker 4: seventy seven hundred, which tells us again that we potentially
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  Speaker 4: will be sitting at another eleven to thirteen percent game
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  Speaker 4: for the SMP, which is I mean just above average,
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  Speaker 4: was as good, so I'm optimistic about it. I think
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  Speaker 4: toward the end of the year we may see some
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  Speaker 4: tailwinds that might turn the market a little bit negative. Obviously,
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  Speaker 4: this is a mid term year.
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  Speaker 1: We already spoke about how markets perform in midterm years
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  Speaker 1: as government chain and political offices change, so we'll be
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  Speaker 1: looking toward that in November.
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  Speaker 2: But I think we set off the year pretty well, and.
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  Speaker 3: You got to be more focused on the decade targets
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  Speaker 3: as a gym. I think too often people get too
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  Speaker 3: caught up in how a year is going to do,
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  Speaker 3: opposed to if you really want generational wealth, if you're
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  Speaker 3: not willing to hold for ten years, you're just talking.
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  Speaker 3: You're missing on too much upside to care about what
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  Speaker 3: it was going to happen in a quarter or six months.
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  Speaker 1: Yeah, and I don't I say that because I don't
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  Speaker 1: want people to be fearful, right Like, they keep hearing
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  Speaker 1: about this crash, they keep hearing about we're going into recession,
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  Speaker 1: and then it doesn't happen, and then you don't do
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  Speaker 1: anything because you kept listening to what people were saying.
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  Speaker 3: So well, we hear recession in twenty two and they
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  Speaker 3: changed the definition of what it was. But that was
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  Speaker 3: an immense boyd opportunity, just like they won't print the
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  Speaker 3: fit reports now.
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  Speaker 4: Yeah, and look at the returns out of that from
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  Speaker 4: twenty two, right, you're talking about again three years or
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  Speaker 4: potentially twenty percent games So you can't the recession if
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  Speaker 4: it does happen, right, or let's say we have a downturn,
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  Speaker 4: We've just got to be prepared for that because that's
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  Speaker 4: when people are going to make money. That's the exact
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  Speaker 4: time when you should be investing in Like, okay, here
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  Speaker 4: we are. We were prepared for it. We got our
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  Speaker 4: entry prices, whether it was in futures and options. If
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  Speaker 4: you're just buying equities, now we can grab those shares
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  Speaker 4: that we want at a price that we want. Unlet's
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  Speaker 4: watch those returns over the next two, three, five, ten,
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  Speaker 4: twenty years.
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  Speaker 2: Earners, what's up?
• 7:29
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