Episode Details

The Federal Reserve has raised rates, inflation remains stubborn, oil is volatile and questions about the massive AI investment boom are getting louder. So where does that leave investors heading into the final quarter of 2026?

On this episode of ⁠The Money Path⁠, host ⁠Todd M. Schoenberger⁠ sits down with ⁠Barbara Doran⁠, CEO and CIO of ⁠BD8 Capital Partners⁠, to break down the changing investment landscape.

Doran explains why she believes another Fed rate hike could arrive before year-end, while arguing that strong employment, consumer spending and wealth creation continue to make a U.S. recession appear distant. She also discusses why earnings could become the critical driver for stocks in Q4 as market valuations have come down.

The conversation turns to one of Wall Street's biggest debates: Is the AI spending boom sustainable? Doran says demand remains real, hyperscalers are still planning enormous capital expenditures, and supply constraints across memory and other critical components could persist for years.

Todd and Barbara also examine $100+ oil and energy stocks, why she views much of the sector as a cyclical trade, and where she sees opportunities beyond technology—including healthcare, consumer discretionary and financials.

Higher rates. AI billions. Oil volatility. Strong earnings. The Q4 investment playbook is changing.

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