Ep. 197 2026 Economic Outlook: What You Need to Know About Markets, Inflation, & Your Investments

In this annual economic outlook episode, Patti Brennan is joined by Chief Investment Officer Brad Everett to break down what's really driving markets as we head into 2026. They cut through headlines to examine market concentration, the true scale of today's largest companies, and why earnings—not hype—matter when evaluating risk and so-called "bubbles." The conversation spans U.S. versus international markets, currency effects, AI investment, inflation, recession risk, bonds, and where diversification is quietly starting to work again. Grounded in data, history, and real-world portfolio decisions, this episode offers clarity for investors who want to understand what's changing—and what actually matters going forward.