Podcast: A period of transition for global equities (Interview with Ian Harnett)

In this episode, Alison Savas is joined by the Founder of Absolute Strategy Research, Ian Harnett. 

Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security. 

Key times:

  • Breaking down US job market data: 1:10
  • Do Tariffs matter? 6:30
  • How enduring can the current market resilience be? 10:30
  • Is the AI trade in a bubble? 12:00
  • Emerging Markets, Europe and valuations outside the US: 21:00
  • Risks in markets heading in 2026: 24:10
  • What could surprise on the upside in 2026? 25:50
  • Ian’s biggest investing lessons: 28:00

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