 |
Ahead In The CountAuthor: BIP Wealth
On top of over 25 years of professional baseball experience, the BIP Wealth baseball division has established successful careers as financial advisors, helping newly drafted to recently retired players meet their financial goals. Take away something fresh, or find clarity on what was confusing before in the intersection of life on and off the field on Ahead in the Count, presented by BIP Wealth, with Nolan Alexander. Language: en Genres: Baseball, Business, Investing, Sports Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Ahead In The Count Ep. 116 - CIO Eric Cramer's 2026 Annual Market Report: Investment Strategies for a Changing Global Economy
Episode 15
Monday, 16 February, 2026
Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this must-listen episode of Ahead in the Count, BIP Wealth's Chief Investment Officer Eric Cramer delivers his highly anticipated 2026 Annual Market Report, breaking down the most important investment trends and opportunities for the year ahead. Hosts Nolan Alexander and the baseball division's Jeremy Hermida explore what last year's market performance means for investors and how to position portfolios for success in an evolving global economy. Discover how international markets performed relative to the S&P 500 in 2025, learn strategic shifts in fixed income investing, and understand how AI is reshaping corporate America. Whether you're a professional athlete managing career earnings or an investor seeking clarity in uncertain times, this episode provides actionable insights for building wealth in 2026. Key Topics 2025 Market Performance Review S&P 500 returns: Up 17.5% in 2025 International developed markets: Gained 32% (nearly 2x US performance) Emerging markets: Up 33%+ Tech stock volatility and recovery Cryptocurrency market challenges The Great International Outperformance Why foreign markets crushed US returns Dollar weakness and currency effects How diversification paid off for BIP Wealth clients Compound returns from foreign equity and currency appreciation AI Revolution: From Hype to Reality Shift from AI creators to AI users Valuation concerns for Big Tech Corporate America's AI adoption wave Why non-AI companies face unprecedented volatility 2026 Investment Themes & Strategies Price-earnings ratios: Top 10 tech stocks vs. S&P 490 Global economic power structure transformation Tariff impacts and trade realignments Currency revaluation effects on sovereign debt Municipal Bonds: The New Safe Haven? Why munis may replace treasuries for taxable accounts State balance sheets vs. federal debt concerns Tax-advantaged investing strategies Private credit opportunities yielding 8%+ Portfolio Construction in Volatile Times The "Moneyball approach" to asset allocation Building portfolios with 50%+ probability strategies Private market flexibility and liquidity improvements Incremental gains philosophy Political & Economic Uncertainty Ahead Midterm election implications National debt sustainability concerns Tax policy changes on the horizon Bipartisan cooperation potential To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com
