2025 was an extraordinary year, with the real economy defying recession worries and equity markets putting up monster returns. So can this be repeated again in 2026? On this episode, we speak with two of the top minds at Goldman Sachs. Jan Hatzius is the bank's chief economist and head of research and Ben Snider is its chief US equity strategist. We review what really happened in 2025, talking about the impact of both AI and the tariffs, as well as how these factors will impact the real economy and stocks next year. Read more:<a href="https://www.bloomberg.com/news/articles/2025-12-26/larry-ellison-net-worth-swing-echos-ai-s-wild-2025?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article" data-renderer-mark="true" data-is-router-link="false" data-testid="link-with-safety">Larry Ellison, Not Elon Musk, Was The Tech Titan Who Defined 2025</a><a href="https://www.bloomberg.com/news/articles/2025-12-24/trump-tariffs-usmca-global-trade-poised-for-rocky-2026?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article" data-renderer-mark="true" data-is-router-link="false" data-testid="link-with-safety">Why 2026 Is Poised to Be Another Rocky Year for Global Trade</a> Only <a href="http://bloomberg.com/" data-testid="inline-card-resolved-view">Bloomberg - Business News, Stock Markets, Finance, Breaking & World News</a> subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at&nbsp; <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-renderer-mark="true" data-is-router-link="false" data-testid="link-with-safety">bloomberg.com/subscriptions/oddlots</a> Join the conversation: <a href="https://discord.gg/oddlots" data-renderer-mark="true" data-is-router-link="false" data-testid="link-with-safety">discord.gg/oddlots</a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

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