What I Predict For 2026: Market Crash, Trends, Investments, & Overlooked Opportunities
Capitalism.com with Ryan Daniel Moran
Capitalism.com
4.8 • 793 Ratings
🗓️ 14 January 2026
⏱️ 24 minutes
🧾️ Download transcript
Summary
Every year I do a video on predictions for the year. Last year I predicted that Alibaba would have a record year, and it did. I predicted that we'd see a resurgence in luxury ecommerce brands and that AI Saas companies would become a thing, and both did. This year? I'm predicting that the Democrats win back the male vote, that we'll see a big pullback in stocks due to the AI bubble crash, and I talk about my three top stock picks for the year. If you want to start your road to $1m, head to https://capitalism.com/playbook-yt
What are your predictions? Drop them in the comments.
Timestamps: 0:00 - My predictions for 2026 1:00 - Reflecting on last years predictions 7:51 - We'll see a 20-25% pullback in the economy 10:32 - Agentic commerce becomes a thing 12:29 - We enter an ecommerce "springtime" 13:36 - Community becomes the new email list 15:18 - Pinterest becomes a big player 17:02 - Politics and the Democrats 19:00 - My top stock picks for the year 23:22 - Summary
Transcript
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| 0:00.0 | Agentic commerce is going to become a thing. The Democrats are going to win the mail vote. |
| 0:05.5 | Pinterest is going to become a player. Community replaces email list and micro strategy is my top stock pick. |
| 0:12.7 | These are my predictions for 2026. Last year, I said that Alibaba was my top stock pick and it doubled. |
| 0:19.4 | I also predicted that AI SaaS companies would |
| 0:22.2 | become a thing. Nailed it. I said that the e-commerce conglomerates were making a comeback, and they did. |
| 0:28.1 | In this video, I'll give you my top predictions for the year, my biggest stock picks and the |
| 0:33.8 | changes that I see happening in the business, e-commerce, and the political landscape. |
| 0:39.0 | But first, we need to review and see how I did |
| 0:42.8 | on the predictions for 2025. |
| 0:45.1 | I don't like it when people make predictions |
| 0:46.7 | and then don't hold themselves accountable. |
| 0:48.7 | I'm looking at you, Robert Kiyosaki. |
| 0:50.5 | 23 years ago, I warned why the biggest |
| 0:53.2 | stock market crash in history is still coming. And we're in it right now. I'm looking at you, Peter Schiff. I think what we're living through now is the beginning of the end of U.S. dollar hegemony. I just think that's wrong. If you make a prediction, you should be able to stand on it and review your work. So let's review and see how I did in 2025. |
| 1:13.6 | First, I gave three stock picks for 2025, Pfizer, Kellogg's, and my top pick, which is |
| 1:19.7 | Alibaba. |
| 1:20.7 | Pfizer didn't go anywhere. |
| 1:23.2 | It was flat. |
| 1:24.2 | I was wrong. |
| 1:25.3 | Kellogg's was acquired at a 50% markup. My favorite story is Kellogg's. |
| 1:33.9 | Because Kellogg's has been around for like 100 years, but two years ago they split into two |
| 1:38.5 | companies. A company that everybody had overlooked, but I had my eye on, they were bought out |
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