This week, we’re doing something a little different.Instead of a traditional guest conversation, we fed our full 2025 Year-End Market Review into Google’s NotebookLM and asked it to generate a five-minute discussion summarizing the year in markets.The result is an AI-generated conversation that distills a year’s worth of research, charts, and frameworks into a concise narrative — highlighting what actually drove markets in 2025, where consensus got it right, where it didn’t, and what themes may matter most going forward.This episode is an experiment at the intersection of markets, research, and artificial intelligence — using AI not for prediction, but for synthesis and storytelling.Topics include:The dominant macro and market themes of 2025Growth, inflation, and the evolving policy backdropEarnings, margins, and what truly drove equity returnsHow AI interprets a full year of market researchWhat may — and may not — matter for markets in 2026Think of this episode as a five-minute AI-generated debrief on the year that was — and a new way to consume market research.About the PodcastWhat’s Next for Markets? explores the key macro, market, and policy forces shaping the investment landscape — featuring conversations with leading strategists, investors, and policymakers, along with occasional experiments like this one.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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