# 2026 Outlook: AI lift and economic drift

Page: https://stenobird.com/podcast/insights-now-163657/2026-outlook-ai-lift-and-economic-drift
Text version: https://stenobird.com/podcast/insights-now-163657/2026-outlook-ai-lift-and-economic-drift.md
Podcast: [Insights Now](https://stenobird.com/podcast/insights-now-163657)
Published: 2025-12-05T16:25:37+00:00
Episode link: https://insightsnow.podbean.com/e/2026-outlook-ai-lift-and-economic-drift/
Audio file: https://mcdn.podbean.com/mf/web/xkw9savqe8bzm7z5/InsightsNow_Outlook_112625_Podcast_1_6pydo.mp3
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JSON: https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/2026-outlook-ai-lift-and-economic-drift
Duration seconds: 1743

## Resource

Gain timely insights into the uncertainty and opportunity that define the investment landscape for 2026 in “AI Lift and Economic Drift.” This engaging discussion unpacks how resilient U.S. economic growth is set against a backdrop of powerful structural trends, including the transformative impact of artificial intelligence. Key themes include the importance of diversification, the challenges posed by elevated starting points for risk assets and the need for thoughtful portfolio construction to navigate ongoing market divergences. Join Gabriela Santos, Chief Market Strategist for the Americas, alongside David Kelly, Chief Global Strategist and Jack Manley, Global Market Strategist, as they share expert views and strategies to help investors prepare for the year ahead. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

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## Transcript

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