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HerMoney with Jean Chatzky

Stephanie Link's 2026 Market Outlook: International Stocks, Crypto, & the AI Power Boom

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.71.5K Ratings

🗓️ 20 March 2026

⏱️ 34 minutes

🧾️ Download transcript

Summary

Markets are swinging. There's a war with Iran. Oil is spiking. And if your stomach has been dropping every time you look at your portfolio, Stephanie Link has something to say about that. Stephanie is Chief Investment Strategist and Portfolio Manager at Hightower Advisors, and a longtime CNBC contributor with more than 30 years of experience managing money through every kind of market cycle. She joined Jean Chatzky this week to cut through the noise and tell us exactly what she's doing with money right now. Stephanie shares her boldest market calls for the rest of 2026, including why she's bullish on Brazil and why its role in the AI power story is completely underappreciated, which sectors she's watching closely, and why the fear that AI is going to kill software companies is, in her words, overdone. In this episode, you'll learn: Why Stephanie says it's impossible to time the market, and what to do instead Her top three international markets right now The AI infrastructure food chain, and which industries stand to benefit most How much crypto she actually holds in her own portfolio The one book every new investor should read  Connect with Stephanie Link: LinkedIn: Stephanie Link X: @Stephanie_Link Hightower Advisors: hightoweradvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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0:26.1

Learn more at Microsoft.com slash M365 copilot.

0:31.0

Hey, I'm Seth Shackner. Check out my new show, Breaking Down the Biz.

0:35.2

Every week, I sit down with people who actually make movies, music, and

0:39.1

media happen. Executives from Sony, Universal, Apple, NBC. Together, we cut through industry

0:45.5

jargon and hype to show you how the business is built, what's key to making everything

0:49.8

come together, and why it matters to you. From iTunes impact on the music industry to the

0:55.0

advent of AI, from the Taylor Swift ticket sales fiasco to Bad Bunny's mediarch rise, we break down

1:01.5

the stories, the numbers, and the negotiations that shape the industry. I've been in the trenches

1:06.4

of the entertainment industry for several decades with leadership roles at companies like Sony,

1:10.7

Paramount, and Jive Records. My guests and I are going to provide the same thoughtful,

1:15.1

concise insights that I'm trusted to bring on TV networks like CNN and NBC surrounding the

1:21.2

industry and its culture-defining moments. We'll touch on the business of music, filmmaking, and

1:26.1

streaming, and the emerging technology of our time.

1:28.9

If you've ever wondered what really happens behind the scenes of the entertainment business, this is a bite-sized insider guide.

1:36.0

Subscribe now on your favorite podcast platform or watch us on YouTube, so you never miss a beat.

1:41.8

Let's make sense of this industry together.

1:57.1

So I just kind of step back and say, okay, I feel pretty good about the economy.

2:00.7

Let's keep an eye on this really massive other stuff. And let's just try to focus on what we

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