All-In's 2026 Predictions
- Jan 9, 2026
- 1:31:11
- Full Episode
(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) Biggest Business Deal (56:15) Most Contrarian Belief (1:03:05) Best Performing Asset (1:08:02) Worst Performing Asset (1:15:17) Most Anticipated Trend (1:21:18) Most Anticipated Media
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Brief Summary
The episode discusses California's wealth tax, guest relocations to Texas, and 2026 political predictions.
Key points
- The California Wealth Tax Discussion. The group discusses the implications of California's wealth tax and its potential effects on residents.
- Predictions for 2026. The group makes bold predictions about political winners and economic growth for 2026.
- The Monroe Doctrine's Downfall. The Monroe Doctrine is predicted to be the biggest political loser of 2026 due to shifts in U.S. foreign policy under Trump.
- Censorship and Trust Issues. Republican senators express frustration over tech companies' trustworthiness and past censorship.
- Copper's Rising Demand. Copper is set to become critically important due to global supply shortages and its wide applications.
- State Governments in Trouble. Concerns arise over state governments facing financial challenges due to pension liabilities.
Episode highlights
- The California Wealth Tax DiscussionThe group discusses the implications of California's wealth tax and its potential effects on residents.“A lot of people are hedging their bets.”2:49Jan 9, 2026
- Predictions for 2026The group makes bold predictions about political winners and economic growth for 2026.“I think the DSA is taking over the Democratic party.”13:15Jan 9, 2026
- The Monroe Doctrine's DownfallThe Monroe Doctrine is predicted to be the biggest political loser of 2026 due to shifts in U.S. foreign policy under Trump.“I think the Monroe doctrine is the biggest loser of 2026.”22:38Jan 9, 2026
- Censorship and Trust IssuesRepublican senators express frustration over tech companies' trustworthiness and past censorship.“They view those companies as just not trustworthy.”23:22Jan 9, 2026
- Copper's Rising DemandCopper is set to become critically important due to global supply shortages and its wide applications.“The asset that is set to go absolutely parabolic is copper.”34:52Jan 9, 2026
- State Governments in TroubleConcerns arise over state governments facing financial challenges due to pension liabilities.“There’s a ginormous hole in these states and their obligations.”41:57Jan 9, 2026
- The Future of M&ATraditional mergers and acquisitions are becoming obsolete, replaced by massive licensing deals.“I think traditional M&A is effectively dead.”52:50Jan 9, 2026
- Predictions for 2026Expect massive mergers and acquisitions, potentially exceeding $50 billion.“I think we’re going to see some massive M&A.”53:50Jan 9, 2026
