Energy Stocks Surge: PAA Dividend Lift and Covered Calls Play

The panel breaks down key market themes shaping the start of 2026, with a deep dive into energy, pipelines, and oil services. The discussion covers dividend growth, valuation resets, geopolitical supply risks, and why parts of the energy complex are regaining investor attention after years of underperformance.

The episode also explores broader macro dynamics, including liquidity trends, rate cuts, dollar strength, and how midterm-year market patterns could influence returns. A candid conversation on where risks and opportunities may emerge as the year unfolds.

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