# 137 - 2026 Market Predictions (Part 2): Full Outlook & The Watchlist With Target Prices

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Text version: https://stenobird.com/podcast/roaming-returns-6576992/137-2026-market-predictions-part-2-full-outlook-the-watchlist-with-target-prices.md
Podcast: [Roaming Returns](https://stenobird.com/podcast/roaming-returns-6576992)
Published: 2025-12-26T19:00:00+00:00
Episode link: https://rss.com/podcasts/roamingreturns/2527329
Audio file: https://content.rss.com/episodes/371411/2527329/roamingreturns/2026_02_06_16_12_18_8a03a2d8-c59d-450a-8acd-30617a664bb4.mp3
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Duration seconds: 2958

## Resource

2026 Market Predictions (Part 2) | Crypto, Housing, Healthcare + Valuation Targets (80+ Tickers) This is Part 2 of our 2026 market outlook — same format as Part 1, we just split the episode because it was long. We continue walking through the 2026 themes and we keep tying each theme to actionable ideas : what we’d buy, what we’d wait on, what we’d use for income, and what looks over/undervalued right now. Part 2 picks up with: Crypto rebound thesis (beyond just Bitcoin) + income angles Housing cooling + rate cuts + mREIT ideas Healthcare + AI integration (who benefits, who lags) Metals / gold / “how do we get income from this trend?” Rare earths + longer-cycle macro tailwinds Defensive positioning + dividend growers when volatility spikes Bond funds and rate-cut beneficiaries The valuation chart discussion : entry ranges, buy-up-to prices, and target prices 📌 The spreadsheet includes ~80 tickers referenced across both parts, with entry/target guidance to reduce the odds of chasing or giving back gains. Click HERE Questions? Email Tim at debrine9@gmail.com Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list. Stay connected. Follow us on social! **DISCLAIMER** Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here . Episode music was created using Loudly .

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## Transcript

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