Half-Time Market Update 2026 - Eric Caisse - Csenge Advisory Group

Ignite Series: 2026 Half-Time Market Update | Featuring Eric Caisse, CFA, CMT, CFP® Larry J. Tolbert opens with a closer look at the Radian preferred portfolio, including how preferred stocks work and why changes in their market price do not necessarily change the dividends an investor receives. Eric Caisse, Chief Investment Officer at Csenge Advisory Group, then examines the 2026 market. He looks at economic growth, corporate earnings and valuations; asks whether the market is in a bubble; and explains why international stocks and broader market participation matter now. He also addresses Federal Reserve policy, inflation, oil prices, and private credit before turning to market cycles, investor sentiment, and the investment team’s allocation process. Chapters: 00:00 Welcome 00:44 Preferred stock basics 04:22 Preferred stock dividends and income 06:42 Eric Caisse and the investment team 08:53 The 2026 market outlook 10:47 Economic growth and productivity 12:54 Corporate earnings 14:09 Valuations and market concentration 18:50 Are we in a market bubble? 20:12 International stocks 21:48 Broader market participation 22:39 The Fed 25:03 Inflation 29:02 Oil and economic growth 31:38 Private credit 33:20 Market trends and cycles 38:35 Investor sentiment 40:02 The allocation matrix 43:22 Patience and investment discipline 46:59 The longer-term outlook 🔔 Subscribe for more sessions from the Ignite Series. Disclaimer: The views expressed are for general information and educational purposes only and should not be considered investment advice. Please consult with a financial advisor for guidance specific to your situation.