As we head into 2026, many investors are bracing for a difficult year — but the data and market structure may be telling a very different story.
In this video, I break down how I’m thinking about the current market environment, Federal Reserve policy expectations, and why AI-driven capital expenditures, energy infrastructure, and grid buildouts could shape the year ahead.
Rather than making predictions, this discussion focuses on probabilities, market structure, and where capital is actually flowing — not what headlines or commentators are forecasting.
In this video, we cover:
Why the market backdrop remains constructive heading into 2026
The three macro scenarios investors should be watching
How AI, data centers, and energy infrastructure are connected
Why “picks and shovels” matter more than hype
The risks of trying to predict tops, bottoms, or price targets
What disciplined, rule-based investors focus on instead
This is an educational market outlook designed to help you think more clearly about risk, opportunity, and positioning — not financial advice.
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