Stocks in 2026: What’s Next for Retail Investors

In this episode of "Thoughts on the Market," Mike Wilson and Dan Skelly discuss their bullish outlook for the U.S. stock market in 2026, while acknowledging potential volatility and inflation risks. They explore strategies for retail investors, including hedging against inflation through investments in AI infrastructure, utilities, and energy. The conversation covers the importance of diversification beyond the "Magnificent Seven" stocks, the potential for market broadening due to factors like Fed rate cuts and deregulation, and specific sectors like financials, healthcare, and consumer platforms. They address the fear of missing out on market gains, emphasizing that the market's composition has changed due to AI and that long-term earnings potential could justify current valuations.