Episode 114: Fearless forecasts—does improbable mean impossible?

Episode 114: Fearless forecasts—does improbable mean impossible?

From Investments Unplugged by Macan Nia, Kevin Headland

January 15, 2026 · 31 min · Episode 114

About this episode

Kevin and Macan explore bold industry predictions that challenge conventional thinking about market possibilities.

Some industry predictions may seem outlandish—or even impossible. But does that mean they’re not worth considering? Kick off 2026 with Kevin and Macan, as they explore consensus- defying predictions that may sound absurd, but warrant closer examination. Listen in as they examine the logic behind some of industry's boldest predictions, challenging listeners to rethink what’s truly possible. From a potential 50% surge in gold prices to an S&P 500 Index that could endure a bear market and still finish the year up 20%, our hosts break down the rationale, data, and market dynamics behind each scenario—examining the roles of central bank rate cuts, liquidity, momentum and investor behavior, all while underscoring the importance of diversification in an unpredictable market environment. Tune in for a lively start to 2026—and decide for yourself: are these forecasts improbable, or impossible?

People in this episode

Hosts: Kevin, Macan

Topics covered

  • predictions
  • market dynamics
  • investor behavior
  • diversification
  • gold prices
  • S&P 500

Keywords

  • predictions
  • gold prices
  • S&P 500
  • market dynamics
  • investor behavior
  • diversification
  • 2026

Mentioned in this episode

Organizations: S&P 500 Index, central bank, 2026

Products: gold

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