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2026 Mid-Year Investment Review

Geopolitical tension, market volatility, and remarkable investment returns.

In this episode, Keith Matthews and Lawrence Greenberg sit down for a mid-year review of the first six months of 2026 — a period packed with geopolitical tension, market volatility, and some truly remarkable investment returns.

Keith and Lawrence break down what actually drove markets higher despite a noisy and unsettling news cycle, from the Iran conflict to oil supply shocks and AI capital investment. They walk through asset class returns across the board, zoom out to put the last decade of performance in…

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