EP:173 - January Investment Insights (2025 Recap, Investment Themes Ahead, Private Market FOMO)
About this episode
The episode recaps the January 2026 portfolio meeting, discussing market performance and investment themes for the upcoming year.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction & Action Items 3:11 – Recapping 2025: Market Performance Overview 6:06 – Looking Ahead: 2026 Market Outlook 10:11 – International Markets: Opportunities & Risks 16:32 – Emerging Technologies & Investment Themes 17:59 – FOMO in Private Markets: Are Investors Missing Out? Visit www.denverwealthmanagement.com to schedule a free consultation.
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- EP:172 - December Investment Insights (Opportunities in AI, Comparing Bubbles, and New Year's Resolutions)
- EP:171 - November Investment Insights (Government Shutdown, Tech Bets, and Year-End Tips)
- EP:170 - October Investment Insights
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