How Smart Portfolios Are Positioned Heading Into 2026 - with Jonathan Tolub | Episode 147
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How Smart Portfolios Are Positioned Heading Into 2026 - with Jonathan Tolub | Episode 147
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In this week's episode, Ben is joined by Jonathan Tolub to break down how portfolios are positioned as we head toward the end of 2025 and why diversification is still doing the heavy lifting.
They discuss why being underweight the US doesn't mean being out of it, how Europe, Japan and emerging markets have outperformed this year, and what's really happening beneath the headlines in US tech and AI. The conversation explores whether there's an AI bubble, how rising capital spending and debt are changing risk for big tech, and why timing the market is rarely the answer.
If you want to understand how portfolios are managed through ups and downs without chasing hype, this episode is a must-watch. What part of the market are you watching most closely right now?
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