2026 Market Predictions (Part 2) | Crypto, Housing, Healthcare + Valuation Targets (80+ Tickers)

This is Part 2 of our 2026 market outlook — same format as Part 1, we just split the episode because it was long.

We continue walking through the 2026 themes and we keep tying each theme to actionable ideas: what we’d buy, what we’d wait on, what we’d use for income, and what looks over/undervalued right now.

Part 2 picks up with:

• Crypto rebound thesis (beyond just Bitcoin) + income angles
• Housing cooling + rate cuts + mREIT ideas
• Healthcare + AI integration (who benefits, who lags)
• Metals / gold / “how do we get income from this trend?”
• Rare earths + longer-cycle macro tailwinds
• Defensive positioning + dividend growers when volatility spikes
• Bond  ...