Intelligent Capital Outlook 2026: The Scenario-Based Outlook | Henning Stein & Glenn Tyranski

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The Scenario Based Outlook for 2026


Scenario based thinking becomes a leadership advantage when it replaces point forecasts with decision rules that hold up under volatility. Dr. Henning Stein and Glenn Tyranski frame 2026 as a Roaring Twenties style expansion with bumpy roads, where capital markets signal momentum even as headlines amplify pessimism. The outlook pairs momentum with valuation discipline, emphasizes adaptation to trade barriers and Federal Reserve policy, and tracks AI as both an infrastructure build out and a productivity engine for non tech sectors. Higher yields reflect intense competition for capital across private investment and public deficits. Risk management centers on watchlist signals, correction readiness, and precious metals as shock absorbers.


Session page Open session page

Information


Program:
1Intelligence

Released:
2025

Languages


Audio:
English

Subtitles:
English

Accessibility


CC:
Closed caption (CC) available in English

Transcript:
Video transcript available in English

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