
About this episode
As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake.
Today's Stocks & Topics: The Procter & Gamble Company (PG), Market Wrap, Portfolio Management, Equinor ASA (EQNR), Energy Transfer LP (ET), Price of Silver, “The 2026 "Great Rotation": Tech vs. The Old Economy”, Franco-Nevada Corporation (FNV), Signet Jewelers Limited (SIG), Paymentus Holdings, Inc. (PAY), Klarna Group plc (KLAR), The Condo Market.
Our Sponsors:
* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com
* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com
Advertising Inquiries: https://redcircle.com/brands
Get every episode summarized
Each time InvestTalk publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from InvestTalk

World Food Prices Hit Four-Year Highs: Is Food Inflation Already Baked into the...
InvestTalk

Best of Caller Questions
InvestTalk

Best of Caller Questions
InvestTalk

Diesel Prices Hit a Record: The Inflation Wildcard Wall Street Is Underestimatin...
InvestTalk