Episode 78 | Reviewing 2025 market predictions and outlook for 2026
Welcome to Top of Mind with Consilio Wealth!
Chris Kaminski and Hao Dang revisit the predictions they made for 2025, breaking down what they got right, what they missed, and why. From clean energy outperforming traditional energy and resilient consumer behavior around tariffs, to surprises in inflation, gold, and AI-driven market leadership, they reflect on a year filled with unexpected market strength and shifting narratives. The conversation then turns forward as they share their predictions for 2026, covering everything from interest rates and unemployment to AI competition, IPO activity, and which companies could dominate the next phase of market leadership.
We discuss:
➡️ Reviewing 2025 market predictions — wins, misses, and surprises
➡️ Clean energy’s strong outperformance versus traditional energy
➡️ Why consumers largely ignored tariffs and rising U.S. debt
➡️ The surge in all-time market highs despite volatility
➡️ Sticky inflation and the Fed’s rate-cut decisions
➡️ Gold’s unexpected breakout and a weaker U.S. dollar
➡️ AI spending, small-cap momentum, and sector leadership shifts
➡️ Big Tech’s dominance — Google, Meta, Nvidia, Tesla, and Apple
➡️ IPO activity and the challenges of going public for AI companies
➡️ Bold market, economic, and policy predictions for 2026
To learn more about us or stay in the loop, visit www.consiliowealth.com
Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides
Submit a question to team@consiliowealth.com
www.consiliowealth.com/disclosures
Chris Kaminski and Hao Dang revisit the predictions they made for 2025, breaking down what they got right, what they missed, and why. From clean energy outperforming traditional energy and resilient consumer behavior around tariffs, to surprises in inflation, gold, and AI-driven market leadership, they reflect on a year filled with unexpected market strength and shifting narratives. The conversation then turns forward as they share their predictions for 2026, covering everything from interest rates and unemployment to AI competition, IPO activity, and which companies could dominate the next phase of market leadership.
We discuss:
➡️ Reviewing 2025 market predictions — wins, misses, and surprises
➡️ Clean energy’s strong outperformance versus traditional energy
➡️ Why consumers largely ignored tariffs and rising U.S. debt
➡️ The surge in all-time market highs despite volatility
➡️ Sticky inflation and the Fed’s rate-cut decisions
➡️ Gold’s unexpected breakout and a weaker U.S. dollar
➡️ AI spending, small-cap momentum, and sector leadership shifts
➡️ Big Tech’s dominance — Google, Meta, Nvidia, Tesla, and Apple
➡️ IPO activity and the challenges of going public for AI companies
➡️ Bold market, economic, and policy predictions for 2026
To learn more about us or stay in the loop, visit www.consiliowealth.com
Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides
Submit a question to team@consiliowealth.com
www.consiliowealth.com/disclosures
