2026 Stock Market Predictions

In this episode of the Chit Chat Stocks podcast, co-hosts Brett Schafer and Ryan Henderson review their 2025 portfolio performances, discussing their biggest winners, losers, and investment decisions. Ryan's portfolio outperformed the S&P 500, driven by Google and Coupang, while Remitly was a detractor. Brett's portfolio was dragged down by short positions and Permian Global, though Airbnb, IBKR, and Grupo OMAB performed well. They also analyze their 2025 predictions, with Ryan correctly predicting the Magnificent Seven's performance. Looking ahead to 2026, they make bold predictions about AI, e-commerce, SaaS, and the impact of a potential SpaceX IPO. They conclude by discussing their investment goals for 2026, focusing on saving, studying new businesses, and increasing international exposure.