Episode 54

2026 Market Forecast: "Guesses," Gold, and the Investment Committee’s Outlook - 01/03/2026

January 3rd, 2026

52 mins 50 secs

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business cycle distortions. investment committee outlook purchasing power of the dollar bearish 50% s&p 500 decline ai buildout impact market volatility government deficits federal reserve policy financial repression fiat currency risks emerging markets non-us international investing energy sector valuations resource stocks value vs growth stock spreads investment math vs narrative interest rate outlook 10-year treasury bond yields inflation hedges dollar devaluation silver performance gold price predictions russell 2000 small cap stocks s&p 500 total return performance 2025 financial year in review 2026 market forecast

About this Episode

In this episode of More for Your Money, John Berkley and the investment committee review 2025, noting S&P 500 total returns reached 17.8% and gold surged 64%. Transitioning into 2026, the team shares "guesses" for the year; Greg targets an S&P of 6,300, while Todd forecasts a 50% market decline and $6,000 gold. The discussion explores dollar devaluation, gold’s role as an inflation "measuring stick," and weighting portfolios toward energy and non-US stocks. Grounded in math and history, the team prepares listeners for a volatile year.