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Follow The Money Radio

PODCAST: 2026 Market Outlook

January 7, 2026

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In this first episode of the new year, Jerry Robinson shares his 2026 economic and market outlook and explains how he’s positioning for the year ahead. Jerry previews three key economic forecasts and then shares three investment themes he expects to outperform in 2026. Plus, Jerry shares several stocks he is watching closely this year and concludes with a reflective final word. This episode is a preview of Jerry’s full 2026 Market Outlook, which is available to Follow the Money members.

Show Notes

Segment 1: 2026 Economic Outlook

SEGMENT BEGINS AT 04:40

In this segment, we’ll delve into three big-picture economic themes for 2026. Segment one topics include:

  • Why big-picture economic trends matter
  • Economic Forecast #1: U.S. Dollar decline
  • Economic Forecast #2: Interest rate cuts will keep asset prices elevated (3-4 rate cuts expected this year)
  • Economic Forecast #3: AI and AI-driven robotics will dominate the global economy
  • Explore all 6 of Jerry’s economic forecasts for 2026 here

Segment 2: 2026 Investment Themes

SEGMENT BEGINS AT 22:05

In this segment, Jerry Robinson shares some of his top investment themes and specific stocks and ETFs he’s watching for 2026, including:

  • Uranium
  • Cryptocurrency assets
  • Nasdaq 100 index (innovative, non-financial companies)
  • 4 of Jerry’s favorite stocks for 2026
  • Explore all 9 of Jerry’s top investment themes and all 65 of his favorite stocks for 2026 here

Segment 3: The Final Word w/ Jerry Robinson

SEGMENT BEGINS AT 42:30

Jerry closes out today’s show with key takeaways and an inspiring reminder to cherish and enjoy the journey of wealth-building and life itself.

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