HUGE 2026 Market Moves Ahead: 3 Sectors to Watch Hosted by Bridget BennettDecember 4, 2025 ShareLink copied to clipboard. Play video for HUGE 2026 Market Moves Ahead: 3 Sectors to WatchDetailsGuestsWhen markets broaden, something has to give. BCA Research macro strategist Marko Papic joins Bridget Bennett to break down why 2026 could bring a major shift in market leadership and the three sectors he believes are positioned for the biggest moves next year. He explains the global political pressures already shaping the outlook and why early 2026 may feel very different from the second half. He also revisits his bold 2025 call and shares his new outlook for the S&P 500, including the risks, the surprises and the themes investors shouldn’t ignore. Get more from Marko below:NewsletterBCA ResearchLinkedInXMarko Papic, GuestMacro and Geopolitical Strategist, BCA ResearchMarko is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future. At BCA, Marko leads the firm’s premier service, BCA Access, that allows clients to unlock access to custom research and the vast expert network that BCA has cultivated over its 76 year history. Previously, Marko was a partner at an alternative asset management firm in California where he provided his investors and clients with controversial market calls, bold views, and around-the-clock research. He helped seed global macro hedge funds and curate several funds, across public and private markets. His work on incorporating geopolitics into the asset management industry has become part of the CAIA curriculum. Born in Belgrade, Serbia, he has lived in Iraq, Jordan, Switzerland, Canada, and the U.S. He has lectured at the top universities and you’ll frequently see him in global news media.Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube Listen to MarketBeat Other Platforms Recent Videos5 Stocks to Buy After EarningsMarketBeat TV | May 8, 2026Watch VideoWhen Everyone Went Quiet, Smart Investors Got Rich. It's Happening Again.MarketBeat TV | May 7, 2026Watch VideoHistory Is About to Repeat Itself (Get Out of These 3 Stocks Now)MarketBeat TV | May 6, 2026Watch Video Featured Articles and OffersThe Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It LaunchesMay 4, 2026Before you buy SpaceX shares, consider this alternative approachFrom Weiss Ratings (Ad)Apple Talks Just Changed Everything for IntelMay 6, 20263 Energy Stocks to Buy and 2 to Avoid as AI Power Demand ExplodesMay 4, 2026Roblox Stock Slides to New Low as Safety Changes Weigh on OutlookMay 3, 2026Weiss Ratings just flagged 10 must-sell stocks - here's whyFrom Weiss Ratings (Ad) Search Headlines Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Hosted by Bridget BennettDecember 4, 2025 ShareLink copied to clipboard. Play video for HUGE 2026 Market Moves Ahead: 3 Sectors to WatchDetailsGuestsWhen markets broaden, something has to give. BCA Research macro strategist Marko Papic joins Bridget Bennett to break down why 2026 could bring a major shift in market leadership and the three sectors he believes are positioned for the biggest moves next year. He explains the global political pressures already shaping the outlook and why early 2026 may feel very different from the second half. He also revisits his bold 2025 call and shares his new outlook for the S&P 500, including the risks, the surprises and the themes investors shouldn’t ignore. Get more from Marko below:NewsletterBCA ResearchLinkedInXMarko Papic, GuestMacro and Geopolitical Strategist, BCA ResearchMarko is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future. At BCA, Marko leads the firm’s premier service, BCA Access, that allows clients to unlock access to custom research and the vast expert network that BCA has cultivated over its 76 year history. Previously, Marko was a partner at an alternative asset management firm in California where he provided his investors and clients with controversial market calls, bold views, and around-the-clock research. He helped seed global macro hedge funds and curate several funds, across public and private markets. His work on incorporating geopolitics into the asset management industry has become part of the CAIA curriculum. Born in Belgrade, Serbia, he has lived in Iraq, Jordan, Switzerland, Canada, and the U.S. He has lectured at the top universities and you’ll frequently see him in global news media.Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube