What Will Drive Financial Markets in 2026—and How to Make It Your Best Year

What Will Drive Financial Markets in 2026—and How to Make It Your Best Year

We explore the forces likely to shape financial markets in 2026 and how to make better decisions as you pursue your goals this year.

Topics covered include:

  • The difference between intentions and resolutions
  • Key behavioral biases and how to overcome them
  • The cautionary tale of a private real estate fund that went public
  • Is the affordability crisis real?
  • The big test for AI in 2026
  • The financial and economic outlook for the year


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Show Notes

A Slightly Better You in the New Year by Roland Fryer—The Wall Street Journal

Paying Not to Go to the Gym by Stefano DellaVigna and Ulrike Malmendier—American Economic Association

Handbook of Cognitive Biases—Federal Intelligence Service FIS

Employed full time: Median usual weekly real earnings: Wage and salary workers: 16 years and over—Federal Reserve Bank of St. Louis

America’s affordability crisis is (mostly) a mirage—The Economist

When Your Private Fund Turns $1 Into 60 Cents by Jason Zweig—The Wall Street Journal

Canadians Are Furious After Real Estate Funds Lock Up Their Money by Paula Sambo—Bloomberg

Blue Rock TI+ Annual Report—Securities and Exchange Commission

Which jobs have grown (and declined) fastest during your working life? by Andrew Van Dam—The Washington Post

Is AI More Like a Mind or a Market? by Walter Frick—Bloomberg

Don’t Fear the Bubble Bursting by Carl Benedikt Frey—The New York Times

Related Episodes

484: 7 Steps to Living a Longer Life

414: Use Caution with Private REITs like Blackstone’s BREIT


Masterworks Disclosures

Listeners get priority access to Masterworks at https://www.Masterworks.com/david

Art correlation and appreciation data based on repeat-sales index of historical Post-War & Contemporary Art market prices and S&P 500 annualized return (includes dividends reinvested) from 1995 to 2025, developed by Masterworks. There are significant limitations to comparative asset class data. Indices are unmanaged and a Masterworks investor cannot invest directly in an index.

Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”). Endorser is a client of Masterworks. Masterworks can only make and accept sales after an offering statement has been filed, and “qualified”, by the SEC. Any offers may be revoked before notice of qualification. Indications of interest involve no obligation.

Investing involves risk. Past performance not indicative of future returns. For further disclosure on Regulation A Offerings, Risks of Investing, Performance Metrics, Art Market Data, and more visit the offering documents filed with the SEC and Important Disclosures at masterworks.com/cd.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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