Is the next big move in U.S. markets a continuation of the rally - or the setup for a sharp reckoning?

Simon Ree, Founder of Tao of Trading, shares his base case for 2026.

We unpack what the options market is signaling about an imminent Fed rate cut, and why interest rates still matter for risk assets.

From the AI investment boom and earnings resilience to megacap dominance, Simon explains what’s structural versus what’s becoming a crowded trade.

We also drill into key risks - from stretched valuations and weak market breadth to capex-heavy Big Tech and tariff shocks.

A clear 2026 playbook for everyday investors - hosted by Michelle Martin.