The 2026 "Great Rotation": Tech vs. The Old Economy
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 8 January 2026
⏱️ 48 minutes
🧾️ Download transcript
Summary
As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake.
Today's Stocks & Topics: The Procter & Gamble Company (PG), Market Wrap, Portfolio Management, Equinor ASA (EQNR), Energy Transfer LP (ET), Price of Silver, “The 2026 "Great Rotation": Tech vs. The Old Economy”, Franco-Nevada Corporation (FNV), Signet Jewelers Limited (SIG), Paymentus Holdings, Inc. (PAY), Klarna Group plc (KLAR), The Condo Market.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.9 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.4 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:34.9 | Good afternoon, fellow investors, and welcome back to Investstock. |
| 0:39.2 | This is our Wednesday, January 7th, 2026 edition of Investstock. |
| 0:44.8 | And we are now one full week into the new year. |
| 0:48.8 | And markets in geopolitics are certainly moving. |
| 0:54.0 | And we will unpack it all during this hour. |
| 0:57.5 | I'm Justin Klein, and my objective each and every weekdays help you become a better investor, |
| 1:02.3 | giving you perspective and data that you can take back to your own situation and make better |
| 1:08.5 | decisions with your money. |
| 1:11.1 | And in today's environments, you need a lot of that. |
| 1:13.9 | You need a lot of data. |
| 1:14.9 | You need a lot of perspective because we're in uncharted territory. |
| 1:19.3 | And I knew this year would be more volatile than last year. |
| 1:24.7 | But I was thinking more about markets being more volatile, and I still think |
| 1:28.7 | that's going to be the case. But geopolitics clearly is a lot more volatile. Clearly, President Trump |
| 1:35.2 | is accelerating his agenda with the fear that the midterms will be lost, and he'll have to |
| 1:43.8 | cede some control to Congress. |
| 1:47.0 | And so that is, I think, really what's driving all of this. |
| 1:51.2 | And, you know, it's not just Venezuela, what it looks like to be. |
... |
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