In the Media: Live on Next Gen Investing
Brian Seay had the chance to join the Next Gen Investing show live recently to talk markets, the Iran ceasefire, and what investors should actually be doing in this environment. A few of the points we covered:
→ Why “announced ceasefires” and “implemented peace deals” are very different things — and what the next 7-to-10 days mean for oil prices.
→ The Q4 data mirage: GDP was originally reported at 1.4%. The final number came in at 0.5%. The economy was meaningfully weaker entering this conflict than the headlines suggested.
→ The K-shaped economy is becoming a structural feature, not a passing phase. AI investment and the wealth effect are doing most of the heavy lifting.
→ One stat most viewers don’t realize: gold outperformed both stocks and bonds in 2025 — and did it again in Q1 2026. That tells you something about the value of diversifying beyond U.S. large-caps.
→ The bottom line: have a plan, stay diversified beyond the obvious names, and don’t let the next two weeks of headlines drive 10-year decisions.
Full segment here:
