Roaming Returns
136 - 2026 Market Predictions (Part 1): Macro Trends & Positioning For Volatility
40:08
2026 Market Predictions (Part 1) | Macro Trends + Top Ticker Picks
This is Part 1 of our 2026 market outlook. We didn’t split this because the strategy changes — we split it because the episode got long.
In this series we’re doing what most “predictions” don’t: showing our work. We walk through the major themes we expect to drive 2026 and we layer in how we’re thinking about positioning as we…