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EPISODE · Dec 10, 2025 · 50 MIN

183. Reckless Predictions 2026

from Investing Unscripted · host Jason Hall and Jeff Santoro

It's time to grade our 2025 predictions (spoiler: we were mostly wrong) and make some reckless new calls for 2026. We debate whether Oracle or Alphabet will be the next mega-cap winner, if Tesla's full self-driving ambitions will crash the stock, and why Strategy might be the single most dangerous stock to own next year. Plus, we ask the big question: Will the market finally crash in 2026, or is the AI bubble just getting started? 00:16 Reckless Predictions and Accountability 00:34 Catching Up After the Holidays 01:42 Reviewing Last Year's Predictions 06:03 Stock Picks for 2025 11:10 Stocks to Avoid in 2025 20:46 Reflecting on Housing Market Predictions 24:30 S&P 500 Prediction Review 25:16 New Predictions for 2026 26:35 Oracle's Market Potential 27:29 Alphabet's AI Advantage 28:43 ASML and GE Aerospace Predictions 31:55 Kinsale Capital and Stock Picks 34:29 Stocks to Avoid in 2026 40:31 Reckless Predictions for 2026 Companies mentioned: AAPL, ASML, BRK.B, DFH, ENPH, GE, GOOGL, GRBK, INTC, KNSL, LLY, LEN, MELI, META, MSFT, MSTR, MTH, NVDA, ORCL, PHM, PLTR, TREX, TSLA, WMT ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader ***************************************** Email: [email protected] Twitter: @InvestingPod Check out our YouTube channel for more content: ****************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ****************************************** Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest Learn more about your ad choices. Visit megaphone.fm/adchoices

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