Feb 21, 2026: Mag Seven fading? Dollar weakening? We break down what it means for stocks, gold, and real estate with Alejandra Grindal, Chief Global Economist at Ned Davis Research.
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About this listen
This week we break down the current stock market correction, including what history says about typical election-year seasonality. We also review the latest on GDP, jobs, productivity, and inflation—and what it all means for investors.
Plus, Alejandra Grindal of Ned Davis Research joins us to discuss slowing long-term U.S. growth, inflation likely settling above pre-pandemic levels, why she doesn’t see a recession or cyclical bear market, the outlook for the dollar and gold, rising U.S. deficits, and key geopolitical risks including continued U.S.–China decoupling and Taiwan.
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