What Investors Should Watch for in the Second Half of 2026
Topics discussed
Introduction: Market volatility and 2026 overview
Phase 1: Software sell-off and AI sentiment shifts
Phase 2: Middle East conflict and oil price spikes
Phase 3: Ceasefire talks and the AI rally
Historical lessons on market timing and volatility
Managing drawdowns and avoiding emotional reactions
Mid-year outlook: Sector opportunities and emerging markets
Fixed income strategy: Government vs. corporate bonds
Top equity picks: Healthcare and small-cap stocks
H2 2026 outlook: Fed rates, inflation, and AI capex
Conclusion and show credits
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