How to Be an Intelligent Investor in 2026

The Journal.

The Wall Street Journal

News, Daily News, Business News

4.2 • 5.8K Ratings

🗓️ 12 January 2026

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

An AI bubble. Geopolitical turmoil. Inflation and interest rates. These things and more could rock the stock market in 2026, and investors have to be prepared. WSJ’s Jason Zweig, writer of The Intelligent Investor column and newsletter, discusse s how investors can best set up their portfolios for the new year and breaks down his outlook for the year ahead. Ryan Knutson hosts. Further Listening: - It's Almost 2026. How’s the Economy? - Investment Accounts for Babies Are Coming. Wall Street Can’t Wait. Sign up for WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Would you mind introducing yourself?
0:07.8	Yes, I'm Jason Zweig, and I write the intelligent investor column for the Wall Street Journal.
0:13.7	And what makes you so intelligent, Jason Zwagg?
0:19.4	Oh, that's a great question, Ryan.
0:22.5	So I often hear from readers that I'm stupid, so let's take it head on.
0:32.7	Jason is no dummy.
0:34.6	He writes one of the Wall Street Journal's most popular columns called the Intelligent Investor,
0:39.6	where he gives readers advice on how to think about their investments.
0:43.2	And for Jason, intelligent investing comes down to a few basic principles.
0:48.5	It's about judgment.
0:49.9	It's about common sense and independence and skepticism.
0:55.4	Which are harder skills to learn, actually.
0:58.0	They are very difficult to learn, and as time passes, I've come to think of them as
1:05.4	virtues rather than skills.
1:10.2	Jason's job is to guide those investors.
1:13.2	And today, he's going to take some questions
1:15.4	to set us on the right path for 2026.
1:18.8	Are you ready?
1:20.2	I'm ready.
1:23.5	Welcome to The Journal, our show about money, business, and power.
1:28.4	I'm Ryan Knudsen.
1:29.7	It's Monday, January 12th.
	...

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