2026 stock market outlook, Fed rates, AI stocks, energy stocks, market volatility — Rob Spivey of Altimetry Research breaks down 3 major themes and the exact date that could drive the biggest market move in 2026.
In this interview, Rob shares what he’s watching closely in the new year, including: ✅ Power prices + data center demand (and why energy could be a major market story) ✅ AI-driven volatility (why pullbacks may happen — and what matters most when they do) ✅ One exact date in 2026 that could shift expectations around interest rates and consumer stocks
Whether you’re focused on AI, energy, or interest rates, this is a smart roadmap for the biggest market narratives of 2026.
Video Chapters: 00:46 Theme 1 10:30 Theme 2 18:04 Theme 3 and Exact Date
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