Ep. 178 - Cautiously Optimistic

In this episode, we break down the year-to-date performance across the major indexes, unpack why investor sentiment has turned cautious, and dig into the big question hanging over 2026: is the AI trade a bubble, or a healthy (and necessary) buildout with some overdue pullbacks? Along the way, they discuss what’s fueling anxiety—from CEO tone and “arrogance vs. confidence,” to the market’s growing demand for real ROI on the massive AI capex cycle and the timeline for data centers coming online.

The conversation widens into the real economy and the road ahead: consumer spending vs. rising financial strain, a softening labor market, rate cuts, and what changing hiring patterns mean—especially for younger workers entering a world where AI is already replacing entry-level reps. We also share how we are thinking about opportunity in 2026 (including overlooked “boring” sectors, dividends, and cyclical setups), while the two debate market-structure shifts such as potential 24-hour trading and the risks of turning investing into a bigger casino. They close with an end-of-year recap, personal wins and goals, and a steady reminder for long-term investors: build a disciplined plan, understand how companies actually make money, and don’t confuse activity for achievement.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.