Economic & Market Outlook Webinar: Navigating Today’s Markets with Behavioral Insights

With everything going on, we felt like this was a timely webinar to explore how behavioral finance and data-driven models can help you make informed investment decisions—even in uncertain times. In this webinar, I broke down the latest economic trends, consumer and government spending, AI-driven productivity, and what these mean for portfolios heading into 2026.

What You’ll Learn:

• How emotions drive market cycles—and how to avoid common pitfalls
• Key economic indicators: GDP, consumer spending, investment, government, and trade
• The impact of AI and technology on productivity and capital flows
• Risks and opportunities: recession watch, inflation, and the “K-shaped” economy
• Portfolio strategies for adapting to changing market cycles
• Live Q&A and access to SEM’s latest research and resources

We split up the webinar replay into the formal presentation and the Q&A portion. You can find both videos below:

If you would like a copy of the slides, click here.