Q1 Recap: What the Market Told Us & Where We Go From Here

In Episode 9 of The Generational Investors, host John Woodard III sits down with WCAMG founder and president John Woodard Jr. for a full breakdown of the first quarter of 2026. From record highs in January to the disruption of Operation Epic Fury in late February, they walk through what happened, where the major indices landed, and what the data says about where markets go from here. The conversation covers the resilience of corporate earnings, which remained the quiet anchor of the quarter with forward estimates climbing to record highs despite the volatility, as well as the behavior of oil and gold through the conflict period. They also touch on the Federal Reserve's current posture and the rate outlook, with a deeper monetary policy episode coming soon, and walk through the positioning changes made across client portfolios during the quarter. John's Weekly Pick this week: Stretching.