Expert Investor Karen Finerman’s Bold Bets (and Red Flags) for 2026

Video Description

The markets are still riding high, but if 2025 taught us anything, it’s that not everything that glitters is gold. In this episode, Jean Chatzky sits down with legendary investor and InvestingFixx co-founder Karen Finerman to unpack the wild ride of 2025: the highs, the flops, the lessons learned, and the big bets she’s making in 2026. Think of it as your stock market prediction for 2026. We also talk about what makes a winning portfolio, how our InvestingFixx club beat the market, and how you can start building confidence with your own investments, one smart move at a time. In this episode: ✔️ What Karen’s biggest winner of 2025 says about the market’s resilience ✔️ Her biggest regret and what she’d do differently ✔️ Whether the AI hype is starting to look like 1999 ✔️ How to use the volatility index to make better decisions ✔️ Why banks might be the most overlooked opportunity of 2026 ✔️ What our InvestingFixx community got right and how they keep winning Chapters: 00:00:00 - Introduction and market frothiness in 2025 00:00:43 - Karen Finerman introduction and How She Does It podcast update 00:03:53 - Astronauts and career paths that surprise you 00:04:29 - Karen's annual investing thread breakdown begins 00:05:19 - Google: The biggest winner and why the tide turned 00:07:15 - Liberation Day: staying the course during market chaos 00:09:11 - Lessons from getting older and gaining perspective 00:09:56 - Trimming AI exposure and the euphoria warning 00:11:19 - OpenAI: The most troubling AI company 00:12:20 - How AI is actually helping Google search 00:12:32 - Banks and AI efficiency opportunities 00:13:11 - Jamie Dimon's massive payday and his legacy 00:13:59 - Dell: What went wrong and the PC refresh that didn't happen 00:16:02 - Zillow: The 30-year mortgage trap and real estate malaise 00:17:39 - Getting too emotionally connected to stocks 00:18:08 - Abercrombie: Karen's worst trade execution of the year 00:20:51 - Venezuela, oil markets, and geopolitical uncertainty 00:23:21 - Building a balanced portfolio for 2026 00:25:22 - Karen's conflicted feelings about AI going forward 00:27:10 - Investing Fix Club portfolio performance and what members did right 00:29:50 - Closing thoughts and 2026 outlook 💬 Got a question for our next mailbag? Email us at [email protected] 🗣️ Join the HerMoney Facebook group for more money conversations: https://www.facebook.com/groups/2039572739656574 🔔 Subscribe to HerMoney for more smart, supportive content on money, work, and life: https://www.hermoney.com 🎧 Listen to the full episode on Apple Podcasts, Spotify, or wherever you get your podcasts: https://pod.link/1098802558 💵 Build Financial Confidence: https://hermoney.com 📈 InvestingFixx – Our Investing Club for Women: https://portal.investingfixx.com/s/ 📰 Subscribe to Our Weekly Newsletter: https://hermoney.com/subscribe 📢 Got Money Questions? Comment below or email: [email protected] Follow the Podcast: 🎙 Apple Podcasts: https://apple.co/3lyZs59 🎙 Spotify: https://spoti.fi/3Rb4nYM 📸 Instagram: https://www.instagram.com/hermoneymedia/ Subscribe to the Channel: https://bit.ly/4agSrxo Take Our Money Type Quiz: https://moneytype.hermoney.com/ Follow Jean Chatzky: Instagram: https://www.instagram.com/jeanchatzky/ TikTok: https://www.tiktok.com/@jeanchatzky Facebook: https://www.facebook.com/JeanChatzky LinkedIn: https://www.linkedin.com/in/jeanchatzky/ X / Twitter: https://twitter.com/JeanChatzky ❤️ Liked this episode? Give it a thumbs up and share with a friend who needs to hear it.