Every year, Wall Street’s top minds — strategists, economists and portfolio managers — pack their best ideas into dense market outlooks, often running a hundred or more pages apiece. And every year, Bloomberg senior markets editor Sam Potter distills those outlooks to capture the consensus and identify who’s breaking from the pack.

On today’s Big Take podcast, Sam  joins host David Gura to discuss Wall Street’s year ahead: from AI’s continued dominance and the prospects for gold and bonds to Wall Street’s evolving appetite for risk and what analysts say to watch for in 2026.

Hosted by: David Gura Produced by: David Fox Reported By: Sam Potter Edited by: Jeff Grocott; Fact-checking by: Naomi Ng; Engineering by: Katie McMurran

Senior Producer: Naomi Shavin Senior Editor: Elisabeth Ponsot Deputy Executive Producer: Julia Weaver Executive Producer: Nicole Beemsterboer