Episode 113: 2025 in the rearview—are markets in for another strong year?

About this episode

The episode discusses the extraordinary market performance of 2025 and explores the factors that may influence investing in 2026.

2025 has been nothing short of extraordinary for the short-term investor. Momentum trading, trend-following strategies, AI exuberance, and crypto continue to take center stage. But as the year comes to a close, one question remains: how likely is it that this will continue into the new year? Like a Facebook relationship status—our guests say it’s complicated. In this episode of Investments Unplugged, co-chief investment strategists Kevin Headland and Macan Nia are joined by their cross-border counterparts Emily Roland and Matt Miskin to dig deep into what’s driving markets as we head into 2026. From earnings growth and valuation risks to Fed rate cut prospects, our hosts break down some of the key factors shaping markets— including whether investors can replicate 2025’s strong showing. Tune in for a candid look at what could move the needle for investors in 2026. This is one episode you can’t miss!

People in this episode

Hosts: Kevin Headland, Macan Nia

Guests: Emily Roland, Matt Miskin

Topics covered

• market trends
• investing strategies
• earnings growth
• valuation risks
• Fed rate cuts
• 2026 outlook

Keywords

• momentum trading
• trend-following
• AI exuberance
• crypto
• investors
• market drivers
• earnings growth
• valuation risks
• Fed rate cuts

Mentioned in this episode

Organizations: Facebook

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