Markets entered 2026 with momentum, as resilient consumer spending, easing monetary policy, and continued investment in AI and infrastructure have helped extend the current bull market. Yet beneath the surface, tensions are building - from rising affordability pressures to lingering questions around tariffs, employment trends, and the long-term impact of artificial intelligence on the workforce.

With mid-term election dynamics on the horizon, how durable is today’s optimism - and what risks could disrupt the outlook for stocks, bonds, and the broader economy?

Catch up on the market on demand with this webinar replay - originally aired live on January 28th, 2026 - as we examine the forces shaping the year ahead, assess potential volatility and seasonal opportunities, and discuss portfolio strategies designed to navigate an evolving economic and market landscape.

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Timestamps:
Introduction & Firm Overview  (00:00:00)
Wall Street Forecasts - In Perspective   (00:02:03)
Geopolitical Tensions & Market Impact (00:11:11)
Silver & Gold (00:21:57)
US vs. International - A Long Cycle of Outperformance (00:40:58)
Small Cap vs. Large Cap   (00:51:38)
Q&A and Closing Remarks  (00:57:35)

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