The Independent Advisors Podcast Episode 333: Jessup Wealth Management, 2026 Outlook

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.






Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.co... click “Schedule Initial Call” and select a time that works best for you!


There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.






If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.co... book your call today!






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Market performance & interest rate outlook – 03:40


Federal Reserve rate cut expectations & jobs report impact – 09:55


Government shutdown risk (Feb 2026) – 12:50


Supreme Court rulings on tariffs & Fed authority – 14:00


Fed Chair transition & political influence on policy – 15:30


Rate cut expectations vs. Wall Street consensus – 17:50


USMCA trade review & supply chain impacts – 18:45


Auto tax incentives & consumer stimulus – 20:45


2026 midterm election risks – 22:40


AI infrastructure & data center investment – 25:50


Community resistance to data centers – 28:40


Energy demand, grid upgrades & nuclear – 30:10


Defense spending & aerospace opportunities – 31:50


Supply chain resilience & nearshoring – 32:50


M&A activity outlook – 33:15


Bond market volatility & safe-haven assets – 34:50


Earnings growth expectations for 2026 – 35:40


K-shaped consumer spending trends – 36:40


China–Taiwan geopolitical risk – 39:30


Market technicals & compression signal – 41:50


2025 asset class performance review – 44:30


Dollar strength & international investing risks – 46:00


Earnings season timeline & volatility – 49:50


Visa & MasterCard as consumer spending indicators – 51:40