2025 Year-End Review: Policy Earthquakes, AI Acceleration, and Market Implications
Join Leonard Golub, Chief Investment Officer at New Capital, for an in-depth analysis of the transformative forces shaping markets and portfolios as we enter 2026. This timely webinar examines the seismic policy shifts, rapid AI advancement, and economic trends that are redefining the investment landscape.
In this comprehensive discussion, Leonard provides candid insights into the unprecedented changes occurring across government, technology, and global markets, offering a practical perspective for investors navigating an era of accelerating change.
Key Topics Covered:
The New Policy Environment – Analysis of the Trump administration's approach and implications for investors, including discussions of regulatory changes and government restructuring
AI's Growing Impact – How artificial intelligence is transforming industries, markets, and the economy, with real-world examples of AI acceleration
Market Outlook & Portfolio Strategy – Thoughtful examination of current market conditions, valuation concerns, and strategic considerations for long-term investors
Bitcoin & Digital Assets – Exploring the role of cryptocurrency as a store of value and medium of exchange in the modern financial system
Warren Buffett's Legacy – Tribute to one of history's greatest investors and the timeless lessons from his approach to business and investing
Economic Indicators & Trends – Discussion of inflation, Federal Reserve policy, and key economic signals to watch
Whether you're a current client or interested in understanding the forces shaping today's investment environment, this webinar offers a valuable perspective from an experienced fiduciary committed to transparent, thoughtful analysis.
Leonard M. Golub, CFA
President