Feb 4, 2026
Grant’s colleague Sean Barter joins the show this week to discuss the markets. They flip a coin to argue for & against whether the Mag 7 stocks finish higher or lower on the year, whether mortgage rates are going up or down, whether you should hold gold in your portfolio, and whether we’re entering a stock picker’s market. We also cover the month in the markets and an article from Morningstar about high yield debt.
RESOURCES:
Why There Is a Lot Less Junk In the High-Yield Bond Market
morningstar.com/bonds/why-there-is-lot-less-junk-high-yield-bond-market