2026 Mid-Year Outlook: AI Bubble? Inflation, the New Fed Chair & Where to Invest Now

Markets are higher but volatile — a nearly 20% round trip in the first half of 2026. In this mid-year outlook, Brian Seay, CFA, walks through the biggest questions clients are asking this summer: Is the AI rally a bubble? Are you too concentrated in tech? Where is inflation headed as oil retreats? And what does new Fed Chair Kevin Warsh mean for your portfolio?

Brian lays out the economic backdrop — slow, narrow, AI-driven growth — then talks through positioning across U.S. stocks, small caps, international and emerging markets, bonds, gold, and EM debt, closing with practical steps for the second half.

📊 There are a lot of charts in this one — watch here rather than listen so you can follow along.

Capital Stewards is a fee-only fiduciary registered investment adviser in Huntsville, Alabama, serving entrepreneurs, engineers, defense contractors, and retirees across North Alabama, Georgia, and Tennessee.

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This video is for informational and educational purposes only and is not investment, tax, or legal advice. Views are as of the recording date and subject to change. Past performance does not guarantee future results. Investing involves risk, including possible loss of principal.

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