Ken Fisher on AI Research, Recession Probability, Tariffs' Economic Impact and More – March 2026
Fisher Investments - Market InsightsShow Notes
In this episode of the Market Insights podcast, Fisher Investments’ founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his thoughts on topics like tariffs’ economic impact, the probability of a recession in 2026, being a “perma-bull,” and comparisons between AI stocks and the dot-com bubble.. Get these insights and much more in this episode of the Market Insights podcast.
Episode recorded on 01/12/2026.
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More from Fisher Investments - Market Insights
In this episode of the Market Insights podcast, Fisher Investments’ Founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his perspective on whether deep market crashes and recessions are less likely today, what history tells us about the relationship between government debt and GDP, whether construction trends are a reliable leading economic indicator and how investors should think about risk and market volatility in their portfolios. Get these insights and much more in this episode of the Market Insights podcast.
The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • Bull market’s four-year anniversary • Financial companies kick off Q3 earnings • September US inflation readings
The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • The latest stock market record high • The details behind the latest Fed rate hike • Spain’s surprise election
The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • What happened in Q3 • The US September jobs report • US-China trade developments
The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • Stock and bond market volatility • Bitcoin volatility • Financial planning Roth conversions