Faith Driven Investor

Marks on the Markets: Geopolitics, AI Disruption & Where Smart Capital Is Moving in 2026 Host Richard Cunningham is joined by co-host John Coleman and market experts Matt Monson (Public Equities, Sovereign's Capital) and Brian McClard (CIO, Blue Trust) for the March 2026 edition of Marks on the Markets. With Operation Epic reshaping global energy dynamics, AI rewriting the rules of markets and labor, and private equity at a critical inflection point, this panel of seasoned investors offers grounded, faith-driven perspective on navigating one of the most complex macro environments in recent memory. Key Topics Discussed: The geopolitical and market implications of Operation Epic in Iran — and what it means for global oil supply and the Strait of Hormuz Why 75% of S&P 500 gains over the past three years came from just 41 AI-linked stocks — and why that era may be ending Small cap vs. large cap: the longest large-cap outperformance streak in 100 years, and why the rotation may finally be here AI and