Sean Barter rejoins the show in this episode of Grow Money Business for another spirited debate on the capital markets. Sean and Grant take turns arguing whether bitcoin will end the year above or below $85,000, whether we’ll see a 15% correction in the S&P 500 this year, whether the Fed will cut rates twice this year, and whether the easy money has already been made in the AI trade. We also review an article covering the redemption pause at private credit manager Blue Owl Capital.
Show Notes
[02:00] Market Update – Market performance in the month of February.
[03:32] Article of the Week – Article from Reuters about Blue Owl halting redemptions.
[09:13] The Alternatives – The collision of distrust in traditional currencies and skepticism toward their proposed replacements.
[17:05] Politics vs. Policy – The tension between political pressure and the economic limits facing the Federal Reserve.
[20:10] Japanese Government Bond Yields – Grant and Sean discuss the major shift after decades of ultra-low interest rates in Japan.
[26:27] S&P 500 – Grant and Sean debates on whether the US stock market will experience a 15% or greater correction in 2026.
[32:12] Software to Steel – The shift from low-rate tech to durable, capital-rich companies.
[35:17] AI Investing – Grant and Sean discuss how durable, tangible infrastructure supporting AI growth is likely to outperform speculative software bets.
[41:13] Long-Term Perspective in Investing – Grant explains how long-term investing builds and preserves wealth more consistently than chasing short-term wins.
Resources
Blue Owl halts redemptions at one of its funds, deepening selloff in private equity shares
reuters.com/business/blue-owl-sells-14-bln-debt-funds-pension-insurance-investors-2026-02-18/