1-1-26 2026 Market Outlook: Bullish Case, Bear Risks & Strategy

Описание: As we begin the new year, this New Year’s Day market outlook takes a balanced, risk-aware look at what 2026 may hold for investors. Lance Roberts & Danny Ratliff examine the bullish case for markets, including the macro and technical backdrops supporting higher prices, while also addressing the growing risks beneath the surface—particularly stress in credit markets and the potential for lower long-term returns.

The discussion explores how elevated valuations, tighter financial conditions, and shifting economic dynamics could impact portfolio outcomes in the year ahead. We also outline practical investment strategies for 2026, including why cash can provide valuable optionality during periods of volatility and uncertainty.

Additional topics include a preview of the 2026 Economic Summit, sector opportunities such as energy, expectations for gold and silver, and a critical discussion of which investments may be inappropriate to hold inside a Roth IRA structure. This episode is designed to help investors set realistic expectations, manage risk, and position portfolios thoughtfully for the year ahead.

0:00 - INTRO
0:18 - Market Outlook for 2026
2:12 - The Case for Bullishness
7:15 - The Risk for Lower Returns
9:44 - The Case for Bearishness
13:24 - Stress in Credit markets
15:33 - Investing Strategies for 2026
20:40 - Cash Provides Optionality
23:48 - 2026 Economic Summit Preview
29:17 - Energy Plays for 2026
32:20 - Expectations for Gold and Silver in 2026
39:15 - What Investments Should NOT Be Held in a Roth IRA?

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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