Mind of a Millionaire Podcast - February 2026 Investment Insights (YTD Update, Diversification, Energy Outlook, Software Selloff)

Zachary Bouck |

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 

0:00 – Introduction
2:44 – The 164 Method / Action Items
6:33 – Market Overview: Themes of 2026
12:05 – Rolling Recessions vs. Traditional Economic Cycles
19:14 – Energy Outlook: Nuclear, Solar, and More
24:18 – Investing in Energy & Diversification Strategies
26:48 – Software Stocks : Current Landscape & Future Potential
30:48 – S&P 500 
33:01 – Super Bowl Commercials, Insights, and Reflections
39:05 – Closing Thoughts 

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