For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
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For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
In this episode of the MoneyShow MoneyMasters Podcast, senior alternatives investment strategist Tony Davidow of the Franklin Templeton Institute and managing director Scott Zelniker of UBS-The Zelniker Dorfman Carr & Heritage Group share their insights on the current stock market rally after two years of exceptional gains.
They discuss whether the strong momentum can continue and explore key market drivers including the Fed’s rate cuts, the ongoing technology revolution, and the resilience of US equities despite geopolitical and trade risks.
Davidow also delves into the growing significance of private markets, revealing why private equity, private credit, and real estate debt could be the best opportunities in the years ahead. Plus, they explain why investors should reconsider traditional office real estate and consider diversified approaches in both public and private assets.
Whether you’re navigating the complexities of valuation or looking for actionable investment themes for 2026, this episode offers expert perspectives on balancing optimism with caution in today’s evolving market landscape.
CHAPTERS:
00:00 — Introduction and Market Overview
02:00 — Can the Market Rally Last?
04:30 — Impact of Fed Rate Cuts on Stocks
07:00 — Technology Revolution as a Long-Term Tailwind
09:30 — US Equities vs. Foreign Markets in 2025
12:00 — Role of Big Tech and Sector Rotation
14:00 — The Rise of Private Markets and Alternatives
17:30 — Private Credit and Lending Trends
20:00 — Real Estate Insights Beyond Office Sector
22:30 — Top Opportunities and Risks for 2026
25:00 — Final Remarks and Upcoming Sarasota Symposium
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
📅 Join us December 1-3 at the Sarasota Symposium with Tony Davidow and Scott Zelniker for the latest market outlook.
Register here:https://sarasotamms.moneyshow.com/?scode=061246
MoneyShow MoneyMasters Podcast
For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
