The "Midterm" Year Pattern
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 10 February 2026
⏱️ 44 minutes
🧾️ Download transcript
Summary
2026 is a Midterm Election year. We will look at the historical "Year 2" presidential cycle and examine why volatility often spikes in Q2 before a massive rally in Q4.
Today's Stocks & Topics: UnitedHealth Group Incorporated (UNH), Market Wrap, Bitcoin, Roth I-R-A Contributions, Revolve Group, Inc. (RVLV), InterDigital, Inc. (IDCC), The "Grid" Bottleneck: AI vs. Utilities, Vanguard Energy Fund (VGENX), Vanguard Energy Index Fund ETF Shares (VDE), State Street Energy Select Sector SPDR ETF (XLE), Semiconductor Space, "Pick and Shovel" Strategy, abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI), Amcor plc (AMCR).
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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 InvestTalk. Incependent Thinking, shared success. |
| 0:17.8 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.3 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.0 | Good afternoon, fellow investors, and welcome back to InvestTalk. |
| 0:39.8 | This is our Monday, February 9th, 2026 edition of InvestTalk. |
| 0:44.2 | I hope everyone had a wonderful Super Bowl weekend. |
| 0:46.7 | Congratulations to the Seattle Seahawks. |
| 0:50.5 | And, yeah, we're here on a new week and a lot going on with AI and headlines there around Open |
| 1:00.3 | AI. A lot of Super Bowl commercials kind of marks typically marks a top in a sector, right? |
| 1:06.7 | It's kind of a contrary signal when all these companies are buying Super Bowl commercials. |
| 1:12.6 | So history, you know, kind of speaks to you in that way. |
| 1:15.3 | And you have to listen. |
| 1:16.1 | So interesting times doesn't mean that there aren't opportunities out there. |
| 1:20.3 | There are plenty. |
| 1:21.7 | But we are here to unpack them all. |
| 1:24.6 | So that's what this hour is about helping you weed through the noise and find the |
| 1:30.3 | opportunities, avoid the pitfalls that so many fall prey to because they use their emotions |
| 1:36.3 | instead of their head. And our job here is to help you listen and focus on what matters. |
| 1:43.1 | And that is facts on the ground, not narratives. |
| 1:46.6 | Okay. |
| 1:47.5 | So that's what this hour is dedicated to, and just a bit we'll talk about today's |
| 1:51.3 | Mark Performance and run down the show topics that we'll hit on for the hour. |
... |
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