Episode Description: Shredding Market Narratives

The headlines say one thing. The market does another.

In this episode, we break down the disconnect between price action and media narratives — and why at Sage Planning Solutions, we trust math over stories.

We challenge popular indicators like the CAPE Ratio (popularized by Robert Shiller) and the Buffett Indicator (associated with Warren Buffett), explain what’s really driving returns (hint: earnings, not hype), and discuss diversification risks inside the S&P 500.

Plus, we highlight healthcare and small caps as we head into 2026.

Less narrative. More numbers.