Wall Street Breakfast

Three forces that defined 2025

Dec 26, 2025 · 6 min · 9.9 MB
0:00-6:52

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Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
Jack Bowman-Bowman Capital Management
Investment News Quiz - Friday, Dec. 26
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