In this episode of the MoneyShow MoneyMasters Podcast, senior alternatives investment strategist Tony Davidow of the Franklin Templeton Institute and managing director Scott Zelniker of UBS-The Zelniker Dorfman Carr & Heritage Group share their insights on the current stock market rally after two years of exceptional gains.
They discuss whether the strong momentum can continue and explore key market drivers, including the Fed’s rate cuts, the ongoing technology revolution, and the resilience of US equities despite geopolitical and trade risks.
Tony also delves into the growing significance of private markets, revealing why private equity, private credit, and real estate debt could be the best opportunities in the years ahead. Plus, they explain why investors should reconsider traditional office real estate and consider diversified approaches in both public and private assets.
Whether you’re navigating the complexities of valuation or looking for actionable investment themes for 2026, this episode offers expert perspectives on balancing optimism with caution in today’s evolving market landscape.
Reminder: Tony and Scott will be speaking at the 2025 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 1-3 at the Ritz-Carlton Sarasota. Click here to register.
