2025 Market Recap: Top Performers, AI Shocks & What’s Com...

Q: How long is this episode of Market Maker?

This episode is 1 hour and 6 minutes long.

Q: When was this Market Maker episode published?

This episode was published on December 22, 2025.

Q: Can I download this Market Maker episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

In this final Market Maker markets episode of the year, Anthony and Piers deliver a global recap of 2025’s biggest winners, losers, and trends. From the AI-driven tech shake-up and Wall Street’s banking boom to the surprise surge in Spain’s stock market, they break down the key moves. Looking ahead to 2026, will inflation, a Fed leadership transition, or even a ‘Great AI Energy Blackout’ derail the bull run? Listen in for clear insights, easy-to-follow strategy, and a few surprising predictions.(00:00) Intro & 2025 in Review(03:50) US Equity Sectors(05:08) Hyperscalers Dominant (14:41) AI Investment Ecosystem(21:01) Data Integration vs SaaS Stocks(22:45) Financials Stage a Comeback(30:18) Value Rotation(33:59) Healthcare Divisions(42:52) Highlights in Fixed Income(46:52) Gold Shines while Oil Slumps(49:54) The End of the US Dollar?(53:19) Outlooks for US Stocks in 2026(59:22) Potential Risks(1:02:38) Black Swan Event

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