About this episode
Co-hosts Kenneth Beanland and Louis Dooley outline their 2026 market outlook, discussing various economic trends and opportunities.
In this episode of the Making Cents of it All podcast co-hosts, Kenneth Beanland and Louis Dooley outline their 2026 market outlook. They discuss a strengthening Australian dollar , a tactical rotation into commodities and gold , alongside opportunities in building materials and quality discretionary names. They also discuss the "K-shaped" U.S. economy and potential growth in Europe and Asia Markets. Dive deeper into the insights and access the full report here . Dive deeper into the insights and access the full report here .
People in this episode
Hosts: Kenneth Beanland, Louis Dooley
Topics covered
- 2026 market outlook
- Australian dollar
- commodities
- gold
- building materials
- discretionary names
- K-shaped economy
- Europe markets
- Asia markets
Keywords
- market trends
- economic growth
- investment opportunities
Mentioned in this episode
Products: commodities, gold, building materials, discretionary names
Books & works: Making Cents of it All
Places: U.S., Europe, Asia Markets
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