2026 Will Be a Roller Coaster Market (Here’s How to Survive It) w/ Michael Lebowitz скачать в хорошем качестве

2026 Will Be a Roller Coaster Market (Here’s How to Survive It) w/ Michael Lebowitz

In this episode of Milk Road Macro, portfolio manager Michael Lebowitz breaks down why passive investing may fail, why volatility is returning, and how investors should think about risk management, portfolio rotation, and survival strategies in the year ahead. ~~~~~ 🤖 AI isn’t a trend. It’s a supercycle. Get 20% off AI PRO this week only: https://bit.ly/4qlXwfo ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs: https://out.milkroad.com/Reserve2025P... ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters: https://milkroad.com/subscribe/?utm_m... 🥛 ⁠Go PRO and become a better investor: https://milkroad.com/subscribe/checko... 🥛 Swap seamlessly across Ethereum & Solana: https://swap.milkroad.com ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Macro Twitter: https://x.com/MilkRoadMacro 👉 Spotify: ⁠https://open.spotify.com/show/0QRuoqg... 👉 Apple Podcast: ⁠https://podcasts.apple.com/us/podcast... ~~~~~ 🎙 GUEST INFO 🎙 Michael Lebowitz: https://x.com/michaellebowitz ~~~~~ ⏱ TIME POINTS ⏱ 00:00 – Intro 01:24 – Supreme Court Tariff Case Delay: Market Impact and Expectations 05:42 – Federal Reserve Subpoenas: Implications for Interest Rates and Bond Markets 09:04 – Will Powell Stay at the Fed? Power, Politics, and Market Impact 11:05 – Federal Reserve Monetary Policy Outlook for 2026 16:06 – Precious Metals Rally: Gold, Silver, and Market Dynamics 20:45 – Reserve 21:11 – Anticipating 2026 Market Volatility: What to Expect from the Roller Coaster Year 24:00 – The AI Trade in 2026: Rotation, Valuations, and Reality 28:38 – Midterm Elections: The Next Major Market Catalyst 31:11 – Portfolio Construction Strategies for 2026: Managing Risk and Sector Rotation 34:00 – Wrap-Up #macro #federalreserve #macroeconomics #stockmarket 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.