Join hosts Syl Michelin, CFA and Clint Walkner as they break down the key market themes from Q1 2026. In this episode, Syl and Clint cut through the headlines to focus on what the market is actually telling investors — covering geopolitical tensions, energy prices, AI infrastructure spending, the SaaS selloff, crypto, gold, bonds, and international stocks. From the 10% market correction to the value vs. growth repricing, they analyze what matters most for your portfolio in 2026.

Whether you're evaluating US mega cap tech valuations after the selloff, considering international diversification, or wondering if bonds deserve a place in your portfolio, this episode delivers data-driven market analysis you can act on.

Topics covered: Q1 2026 market recap, geopolitical risk and market corrections, oil prices in historical context, AI energy demand and infrastructure, SaaS creative destruction, value vs. growth investing, crypto and gold performance, market timing pitfalls, bond investing in 2026, international stocks vs. US stocks, non-USD diversification strategies.

📌 Chapters:

0:00 – Introduction & Q1 2026 Market Overview

0:29 – Disconnect Between Headlines & Market Reality

1:27 – Geopolitical Tensions & the 10% Market Correction

2:35 – Oil Prices in Historical Context

3:55 – AI Infrastructure & the Energy Demand Problem

7:20 – The SaaS Apocalypse & Creative Destruction

9:55 – Value vs. Growth Repricing in Q1 2026

10:40 – US Mega Cap Tech Valuations After the Selloff

11:10 – Crypto & Gold Selloff Explained

13:54 – Why Timing the Market Around Events Fails

16:34 – International Stocks vs. US Stocks

17:57 – The Case for Bonds in 2026

18:54 – International Bonds & Non-USD Diversification

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