Balancing Markets, Policy, and AI Spending in the 2026 Outlook Peter Repetto (Ep. 90)

Markets are entering a year shaped by crosscurrents, shifting signals, and unresolved questions. Economic strength, policy decisions, and investment concentration all point to a period that demands close attention and thoughtful positioning. In this episode, Robert Curtiss speaks with Peter Repetto, Vice President and Investment Strategist at iCapital, about their 2026 economic and market outlook. … Read More Read More

Episode metadata supplied by the publisher feed · Published Feb 3, 2026

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Balancing Markets, Policy, and AI Spending in the 2026 Outlook Peter Repetto (Ep. 90)

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