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Could AI Investments Backfire in 2026? | Ed Clissold
Is the AI-fueled rally about to peak, or are we still in the early innings of a historic market transformation?
In this episode of the MoneyShow MoneyMasters Podcast, Ed Clissold, Chief US Strategist at Ned Davis Research, pulls back the curtain on what’s really powering the markets as 2025 winds down. From record-breaking earnings and the quiet efficiency revolution happening inside corporate America to a Fed that’s walking a fine line between stimulus and stability, Clissold reveals why today’s setup feels uncannily like the late 1990s (before everything changed).
He also digs into the under-the-radar data most investors are missing: the hidden recession signals to watch out for, the quiet comeback brewing in small caps and value stocks, and why sectors like utilities, materials, and healthcare could become the unexpected winners of 2026 as tech giants face their first real test.
CHAPTERS:
0:00 Market Setup and AI’s “Hamster Wheel”
1:00 Ed Clissold on His Background and Role at NDR
2:10 Momentum and Investor Positioning Into Q4
4:40 Labor Trends, Layoffs, and the AI Productivity Shift
8:20 Fed Rate Cuts, Neutral Policy, and New Chair Uncertainty
12:00 How Market History Rhymes During Fed Pauses
13:00 Are We in an AI Bubble…or a New Tech Cycle?
15:00 Valuations, Capex Booms, and Investor Sentiment Parallels
18:00 Sectors to Watch: Utilities, Materials, Healthcare
20:10 Preview of Ed’s Upcoming Sarasota Presentation
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!
Register here: https://sarasotamms.moneyshow.com/?scode=061246
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts
Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2
Facebook: https://www.facebook.com/OfficialMoneyShow/
Instagram: https://www.instagram.com/moneyshow/#
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LinkedIn: https://www.linkedin.com/company/moneyshow/
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By MoneyShowIs the AI-fueled rally about to peak, or are we still in the early innings of a historic market transformation?
In this episode of the MoneyShow MoneyMasters Podcast, Ed Clissold, Chief US Strategist at Ned Davis Research, pulls back the curtain on what’s really powering the markets as 2025 winds down. From record-breaking earnings and the quiet efficiency revolution happening inside corporate America to a Fed that’s walking a fine line between stimulus and stability, Clissold reveals why today’s setup feels uncannily like the late 1990s (before everything changed).
He also digs into the under-the-radar data most investors are missing: the hidden recession signals to watch out for, the quiet comeback brewing in small caps and value stocks, and why sectors like utilities, materials, and healthcare could become the unexpected winners of 2026 as tech giants face their first real test.
CHAPTERS:
0:00 Market Setup and AI’s “Hamster Wheel”
1:00 Ed Clissold on His Background and Role at NDR
2:10 Momentum and Investor Positioning Into Q4
4:40 Labor Trends, Layoffs, and the AI Productivity Shift
8:20 Fed Rate Cuts, Neutral Policy, and New Chair Uncertainty
12:00 How Market History Rhymes During Fed Pauses
13:00 Are We in an AI Bubble…or a New Tech Cycle?
15:00 Valuations, Capex Booms, and Investor Sentiment Parallels
18:00 Sectors to Watch: Utilities, Materials, Healthcare
20:10 Preview of Ed’s Upcoming Sarasota Presentation
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!
Register here: https://sarasotamms.moneyshow.com/?scode=061246
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts
Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2
Facebook: https://www.facebook.com/OfficialMoneyShow/
Instagram: https://www.instagram.com/moneyshow/#
TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en
X (Twitter): https://x.com/moneyshow
LinkedIn: https://www.linkedin.com/company/moneyshow/