Episode Details

On this episode of The Money Path, host Todd M. Schoenberger is joined by Barbara Doran, CEO of BD8 Capital Partners, for a big-picture breakdown of where markets and the economy really stand.

Despite a sharp sell-off in software stocks, Barbara explains why this is not the end of the bull market — but rather a reset within a longer-term growth cycle. She points to strong earnings guidance, 10 straight quarters of earnings growth, and accelerating productivity as evidence that corporate fundamentals remain intact.

The conversation dives into the AI spending boom, with Amazon and Alphabet ramping investment — a short-term margin headwind that Barbara sees as a powerful signal of long-term demand and innovation.

Barbara also tackles:

• 📊 Economic resilience despite tariff worries, shutdown disruptions, and consumer stress at the lower end

• 🏦 Strength in the financial sector, including major banks and capital markets activity

• 🏠 How 6% interest rates are reshaping housing affordability

• 🛍️ Consumer trends, with Amazon still posting strong growth

• 🏛️ Confidence in Federal Reserve independence, regardless of future leadership

From tech to housing to macro policy, this episode delivers a clear framework for understanding the crosscurrents driving markets in 2026.

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