In episode 55 of The Market Enthusiast, Noah Brooks and Chris Needs break down the evolving market landscape as February gets underway, highlighting the continued rotation reshaping market leadership in early 2026.

With the S&P 500 off to a positive start but no longer leading performance, they discuss why small caps, mid caps, international markets, and energy stocks are outperforming while growth and technology stocks lag. The conversation explores what’s driving the “everything rotation,” whether it signals a healthier, broader market environment, and how long the trend may continue.

The discussion also covers recent economic data, including the latest jobs report, downward revisions to prior employment figures, and what slowing job growth could mean for the broader economy. Noah and Chris examine the growing tension between productivity gains driven by automation and AI and the long-term implications for employment, wages, and consumer strength.

They also dive into the ongoing AI investment cycle, large-scale capital spending from major technology companies, and the recent selloff in software stocks, debating whether fears around AI disruption are overdone or part of a longer-term industry shift.

Additional topics include Bitcoin’s recent volatility, commodity price swings, global trade dynamics, and how emerging technological and economic trends may continue to influence markets in the months ahead.

As markets navigate changing leadership, rapid innovation, and shifting economic signals, the episode emphasizes the importance of staying diversified, focusing on fundamentals, and maintaining a long-term investment perspective through periods of uncertainty.

Have questions, topic suggestions, or comments? Feel free to reach out to us at marketenthusiast@goodlifefa.com!

Visit GoodLifeCo.com/podcasts/market-enthusiast for more episodes.

Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.

In episode 54 of The Market Enthusiast, Noah Brooks and Chris Needs explore the key forces influencing markets as January 2026 comes to a close, from shifting market leadership to rising energy demands and ongoing policy uncertainty.

With the S&P 500 hovering near 7,000, they discuss why performance is rotating away from big tech and toward small caps, value stocks, and international markets, including strong gains in emerging markets. They also examine whether this rotation is likely to persist or if leadership could shift again as earnings season unfolds.

The conversation turns to the Federal Reserve’s decision to hold rates steady, fading expectations for future rate cuts, and what higher-for-longer interest rates could mean for market valuations and economic growth.

Noah and Chris also dig into the growing electricity demands driven by AI and data centers, renewed interest in nuclear power, and why energy infrastructure may become a critical constraint on future technological expansion.

Finally, they touch on labor trends, automation, immigration, and productivity, and how these long-term dynamics could shape wage growth and employment in the years ahead.

As markets respond to a mix of innovation, policy shifts, and economic crosscurrents, the episode reinforces the importance of diversification, discipline, and keeping long-term goals in focus despite short-term volatility.

Have questions, topic suggestions, or comments? Feel free to reach out to us at marketenthusiast@goodlifefa.com!

Visit GoodLifeCo.com/podcasts/market-enthusiast for more episodes.

Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.

In Episode 53 of The Market Enthusiast, Noah Brooks and Chris Needs discuss what early 2026 is already revealing about both markets and everyday spending as investors navigate a shifting economic landscape.

With markets near all-time highs, they examine why leadership is changing, how small-cap and international stocks are gaining traction, and why big tech no longer dominates returns the way it once did. The conversation also covers recent labor data, slowing job growth, and what those trends may signal about economic momentum in the months ahead.

Alongside the market discussion, Noah and Chris touch on a reality many households are facing: the growing impact of recurring expenses and subscription-based spending on monthly cash flow. As costs quietly add up, they highlight why managing everyday finances remains just as important as investing for long-term growth.

As 2026 unfolds, the episode reinforces the value of discipline, diversification, and maintaining perspective — focusing not only on market headlines, but also on the financial habits that shape long-term success.

Have questions, topic suggestions, or comments? Feel free to reach out to us at marketenthusiast@goodlifefa.com!

Visit GoodLifeCo.com/podcasts/market-enthusiast for more episodes.

Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.