Episode 87 Can Markets Survive a Fourth Act? 2026 Risks, Rotations & What No One’s Watching

After three consecutive strong market years—2023 (+26%), 2024 (+24%), and 2025 (+17%)—investors are asking the uncomfortable question: can markets really keep going? In this episode, we revisit the turbulence of 2025 month by month and explore what it may be signaling for 2026. From fragile consensus beliefs and crowded positioning to AI bubble fears, policy uncertainty, and geopolitical flashpoints, we examine where markets may be most vulnerable—and where opportunity could present itself. Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for markets, insights, and a little stock picking fun.