Faith Driven Investor
Episode 214 - Marks on the Market: Kicking off 2026 in the Markets & Economy | Brandon Pizzurro
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:47:09
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Synopsis
Join Richard Cunningham and John Coleman for the first Marks on the Markets episode of 2026 as they welcome Brandon Pizzurro, Managing Director at GuideStone Capital Management, to unpack what investors need to know heading into the new year. After three consecutive years of double-digit returns, the conversation explores whether markets can sustain this momentum, the future of AI investing, and the opportunities emerging in small caps and private markets.Key Investment Topics:Market outlook after three straight years of 20%+ returns and where opportunities lie in 2026The Mag 7 dominance: Will small and mid-cap stocks finally see their rotation moment?Federal Reserve policy expectations and why current rates may be historically appropriatePrivate equity and IPO markets thawing after years of constrained liquidityGeopolitical shocks to watch: Iran, Venezuela, and international market divergenceAI's impact on productivity, employment, and whether we're entering a new economic eraNotable Quotes:"Breathless is pr