On TCAF this week, Michael spoke with Robyn Grew, CEO of Man Group, and Kristina Hooper, Chief Market Strategist at Man Group. They discussed the 2026 market outlook, the possibility of a recession, international markets, and the outlook for private credit. (Listen)

At the heart of the affordability crisis is housing. This week, Ben spoke with Eric Finnigan⁠, Vice President at John Burns, about the impact of demographics on the housing market, how homeowners can access home equity, and what will happen with Baby Boomers’ houses.

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Next week on TCAF, Josh and Michael will be joined by Daniel Clifton, Portfolio Manager and Partner, and Chris Verrone, Portfolio Manager and Partner, of Strategas Asset Management.