2025 Market Recap: Top Performers, AI Shocks & What’s Coming in 2026
Descripción del Episodio
In this final Market Maker markets episode of the year, Anthony and Piers deliver a global recap of 2025’s biggest winners, losers, and trends. From the AI-driven tech shake-up and Wall Street’s banking boom to the surprise surge in Spain’s stock market, they break down the key moves.
Looking ahead to 2026, will inflation, a Fed leadership transition, or even a ‘Great AI Energy Blackout’ derail the bull run? Listen in for clear insights, easy-to-follow strategy, and a few surprising predictions.
(00:00) Intro & 2025 in Review
(03:50) US Equity Sectors
(05:08) Hyperscalers Dominant
(14:41) AI Investment Ecosystem
(21:01) Data Integration vs SaaS Stocks
(22:45) Financials Stage a Comeback
(30:18) Value Rotation
(33:59) Healthcare Divisions
(42:52) Highlights in Fixed Income
(46:52) Gold Shines while Oil Slumps
(49:54) The End of the US Dollar?
(53:19) Outlooks for US Stocks in 2026
(59:22) Potential Risks
(1:02:38) Black Swan Event
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