# What investors can expect from markets in 2026 Page: https://stenobird.com/podcast/the-big-view-6037663/what-investors-can-expect-from-markets-in-2026 Text version: https://stenobird.com/podcast/the-big-view-6037663/what-investors-can-expect-from-markets-in-2026.md Podcast: [The Big View](https://stenobird.com/podcast/the-big-view-6037663) Published: 2026-01-13T04:17:00+00:00 Episode link: https://pdst.fm/e/traffic.megaphone.fm/THRH6988204967.mp3 Audio file: https://pdst.fm/e/traffic.megaphone.fm/THRH6988204967.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-big-view-6037663/episodes/what-investors-can-expect-from-markets-in-2026 Duration seconds: 1935 ## Resource Stocks, bonds and commodities absorbed many shocks in 2025. Will they show the same resilience in the year ahead? In this episode of The Big View, Peter Thal Larsen and Anna Szymanski, editor-in-charge of Reuters Open Interest, debate inflation, AI, and the buy-the-dip mindset. ROI: Reuters Open Interest. Morning Bid podcast Andy Home: Every mineral is critical in the new metals age. Ron Bousso: Oil's geopolitical premium vanished in 2025 - and may not return. Reuters: Investors dumped cash, bought stocks in December - BofA Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-big-view-6037663/episodes/what-investors-can-expect-from-markets-in-2026/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-big-view-6037663/what-investors-can-expect-from-markets-in-2026.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.