2026 Stock Market Predictions: AI, Political Risk & Global Conflict

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4:05I alluded to it earlier, but I bring it up again now. Copper, gold and silver are all hitting highs. And they're supposed to be offsetting each other, which means if people are risk on commodities and now risk on is coming back in tech and crypto, something's going to have to break. So you're going to have to follow the administration closely to see where those cracks could be. and I'll be looking at who falls out of favor with him and what industry they're in to see what will fall first. Lastly, I don't think that the AI trade is over, but we have to be very honest about some of these companies like Adobe, maybe Salesforce.

4:51There are some companies in the Russell 2000, S &P 500, and Dow that are just getting flat out murdered, and there isn't anything to come in to fix those companies. And I'm worried about if AI, like software eats the world, but AI eats software, what happens to the bottom 40 % of software companies that are no longer as useful or can't carry a premium? And we don't have American excellence in terms of our executive leadership. Bye-bye, Iger. It's time for you to turn your succession plan to. Disney's been flat for three fucking years. Everybody gets shots of that. I'm here to keep it real. They said they want the old energy back.

5:30I'm just being real. Tim Cook, it's time for you to step down. You go over to Nike. You already got your off-boarding plan. Bob, it's time for you to turn over and let them be co-CEO and let that be that. And then the geopolitical risk we talked about earlier with Taiwan. But I'm really worried about what Trump would do in Nigeria, Colombia, and a couple other countries after this Venezuela plan worked out in his favor.

5:58it's interesting um i think i think we'll be have another positive year we always do this uh uh the historic first five days of the trading year so we've done two already uh and the theory is and it's i mean 85 of the time has been correct uh depending on how the first five days of the trading year go for the s p whether those first five days cumulative are positive 85 of the time the year has gone positive. So we're off to two positive days. Let's see if we can get to three more. And that would be great. It came to fruition last year as well. So we can add to that percentage. I just think, you know, there were times when war would mean volatility in the market.

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10:39It usually has. But overall, I think we have a positive year. I don't know if we're... I want to say double digits. I want to say... Yeah, I think we're at 13%. Yeah, I think it's double digits. I know Nasdaq did 20 again this year for the third year in a row. I don't know if we're there, but definitely somewhere over 10. Yeah, I think 13 % is what we're coming at. Yeah, very rare for the stock market to go up four years in a row double digits, but anything is possible. But also the political risk, I think, is a lot of domestic, a lot of domestic political risk that can impact the market. I think if the Democrats really do have a blue wave, then that's going to be in the short term negative for the stock market.

11:23Now, they're already making attempts to undermine democratic wave. And you saw that happen in Minnesota with the Somali daycare situation. This thing was pushed on Twitter by Elon Musk. When you control the algorithm, you can do whatever you want. And there's no coincidence that the governor stepped down today. it was it's a political

11:57he stepped down as far as he's not going to run for real this is a political hit job

12:06executed very well so they're not going down without a fight as far as Republicans they're not going to go down without a fight they control pretty much every industry right now and they're very well resourced so MAGA 2.0 you may not see the blue wave that you think you will see. I think if the Republicans keep the House and the Senate, that's going to be good for the stock market in the short term. I think if the Democrats take the House and Senate, that's going to have a negative impact on the stock market for the short term. I agree. That 13 % probably dropped to 9 % if that changes. Yeah. Yeah.

12:48Yeah. Let's see. Who knows? Somali daycare. Who would have thought a Somali daycare would be the number one story in the world? It's crazy they bring up that fraud, but not all the other fraud that's being committed that benefits them allegedly. All allegedly, right? It's ridiculous. There's a few other daycares. For sure. There's a few other daycares. That need to be talked about. If y 'all want to go to the pizza route. if you really if let's listen a couple hotel chains allegedly they're not publicly traded ever so government subsidies what do we know corporate bailouts feel like bernie sanders like what not saying it is right but boy the package y 'all get on the back what okay Y 'all stop the non-farm payroll.

13:53Y 'all change. I mean, Biden changed the definition of recession. Like, what? Okay. But Democrats, y 'all gotta do something because... And plows ain't the answer this time either. Not to cut you off. Ain't the fucking answer. Y 'all need to go get some other people. Shout to Meg and Clay. Meg, not the answer. Y 'all gonna have to bring some real solutions. this time. We're not going for that bullshit. And the reason why I think the Democrats, if they do win, it's going to have at least a short-term effect on the market is because I feel like the Democrats' only hope is to turn extremely to the left.

14:32That's why Mondani is the mayor of New York City. You got it. And that's going to cause shockwaves in the market. If you have a wave of socialism that takes over. But that would actually be intelligent because they're playing it too safe right now. They're playing it too much in the middle, one foot in, one foot out. Mondani, he broke every rule possible. He broke every rule possible. He said if Netanyahu comes to New York City, he's getting arrested on sight. And he got more Jewish votes than any other mayor. And they got Eric Adams talking about he moved. I think he moved to Israel, if I'm not mistaken.

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