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Beyond the Mag 7: Market Broadening, Earnings & New Leaders in 2026 episode artwork

EPISODE · Jan 31, 2026

Beyond the Mag 7: Market Broadening, Earnings & New Leaders in 2026

from Pickers Market · host Keith Gangl, Lisa Schreiber and Tyler Ellegard

The investment word of the year so far is “broadening”. In this episode, we break down what’s driving expanding market breadth in early 2026 and whether it’s sustainable. We discuss why earnings growth ultimately drives markets, how declining correlations in mega-cap tech are reshaping opportunities and what market broadening could mean for sectors, styles, and portfolio positioning. We wrap up with a nod to the Minnesota winter chill and share what the team has planned for Valentine’s Day! ❤️ Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for a practical discussion on market breadth, earnings trends, and equity positioning in 2026 - always with a touch of fun!

What this episode covers

The investment word of the year so far is “broadening”. In this episode, we break down what’s driving expanding market breadth in early 2026 and whether it’s sustainable. We discuss why earnings growth ultimately drives markets, how declining correlations in mega-cap tech are reshaping opportunities and what market broadening could mean for sectors, styles, and portfolio positioning. We wrap up with a nod to the Minnesota winter chill and share what the team has planned for Valentine’s Day! ❤️ Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for a practical discussion on market breadth, earnings trends, and equity positioning in 2026 - always with a touch of fun!

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Beyond the Mag 7: Market Broadening, Earnings & New Leaders in 2026

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This episode was published on January 31, 2026.

What is this episode about?

The investment word of the year so far is “broadening”. In this episode, we break down what’s driving expanding market breadth in early 2026 and whether it’s sustainable. We discuss why earnings growth ultimately drives markets, how declining...

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