Mahn: Tariff Volatility Offers Attractive Entry Point
Schwab Network
|
January 21, 2026 at 07:16 AM UTC
Bullish
85% Confidence
Watch on YouTube
Key Points
- Market volatility is expected in 2026, but historical data suggests investors should not exit the market during downturns.
- Key investment themes for 2026 include AI infrastructure (data centers, cooling, power), aerospace and defense, and small-cap biotech.
- Specific stock recommendations are Duke Energy (DUK) for power, Comfort Systems USA (FIX) for cooling solutions, and L3Harris Technologies (LHX) for defense.
AI Summary
The discussion highlights expected market volatility in 2026 due to tariffs, elections, and Fed actions, but emphasizes significant growth opportunities. The speaker advises investors to 'follow the money' into key themes like AI infrastructure, aerospace and defense, and small-cap biotech, suggesting that history points to another positive year for stocks despite short-term turbulence.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Bullish | 85% |
| Consensus | Bullish | 85% |