Chief Market Strategist Gina Martin Adams joined Chief U.S. Strategist & Director of Research David Abramson at Alpine Macro to discuss the equity market outlook and potential risks for 2026. They covered topics such as the market’s optimistic pricing, the growing importance of earnings execution, and the shifting dynamics within the AI and mega‑cap tech trade.
The conversation also highlighted rising policy‑related risks for financials and consumer sectors, as well as the stronger, fundamentals‑driven recovery taking shape across several international markets.
Listen to the full conversation here: https://player.vimeo.com/video/1154790031










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