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Early 2026 opened with optimism around AI, but rising oil prices and geopolitical tension quickly shifted sentiment. Mike Roth explains what changed, why rate cuts may be fewer than expected, and where volatility creates both risk and opportunity.
00:00 Welcome to Money Sense
02:04 Q1 2026 Market Overview
06:34 Why AI Is Driving Market Volatility
15:55 Iran, Oil Shocks & Global Market Impact
21:03 The Fog of War: Headlines vs Reality
23:32 Interest Rates & Fed Cuts in 2026
24:46 AI Winners, Losers & Valuation Shifts
29:39 Understanding Private Credit
37:47 How Today’s Economy Affects Everyday Life
#MarketOutlook #EconomicUpdate #Inflation #InterestRates #FederalReserve #Geopolitics #OilPrices #AIInvesting #ArtificialIntelligence #StockMarket #WealthManagement #FinancialPlanning #PrivateCredit #MarketVolatility #MoneySensePodcast
ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com
This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.
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