Join hosts Sunny Singh and Stephanie Tong as they reveal the forces set to define markets in 2026. As the economic backdrop shifts from monetary stimulus to fiscal infrastructure spending, and artificial intelligence (AI) moves from hype to measurable earnings growth, this episode cuts through the noise to identify where real opportunities and risks lie ahead.

In this episode:

• The Stimulus Handoff: Why the transition from peak interest rates to actual “shovels-in-the-ground” infrastructure spending is creating a potential floor for the 2026 economy.
• AI and Operating Leverage 2.0: Discover how “lean and mean” corporate cost-cutting from previous years and the AI build out is now transforming modest revenue gains into double-digit earnings growth.
• The Northern Pivot: Why Venezuela’s return to the market makes Canada’s move to bypass the U.S. and sell energy at global prices is a defensive necessity rather than a choice.
• Gold’s “Oil Moment”: Learn why structural buying by central banks and rising global debt have turned gold into an important portfolio hedge.
• Neutralizing the Hype: How a market neutral approach allows you to profit from the performance gap between winners and losers, even if high-flying tech valuations face a correction.

Listen now to get their insights on navigating the year ahead.