Welcome to episode 42 of The 5-Minute Investor Podcast, where Stockhouse columnists Jonathon Brown and me, Trevor Abes, each deliver a 2.5-minute stock profile related to recent news stories with investment implications. This week, we’re making our cases for sectors set up to outperform the broader market in 2026 driven by a combination of macroeconomic factors and secular trends.
Here are Jon’s show notes for episode 42:
- Top stock market trends to watch in 2026: Where investors should focus.
- Jon’s sector in focus for 2026 is AI, with emphasis on Kinaxis (TSX:KXS), a global AI-infused supply chain management company.
- At the time of writing, Kinaxis stock last traded at C$176.95, giving back 0.21 per cent year-over-year and 1.41 per cent since 2020.
Here are Trevor’s show notes:
- StockTalk | Gold Report: Stocks with room to run.
- Trevor’s sector worth keeping tabs on in 2026 is gold, including stocks from exploration to production deserving of your due diligence.
- At the time of writing, gold has appreciated by more than 66 per cent year-over-year, last trading at an all-time-high of US$4,411.99 per ounce.
Here’s the most recent trio of episodes:
- Episode 39: Hot Canadian IPO stocks.
- Episode 40: Retail stocks for Christmas 2025.
- Episode 41: Stocks to sleigh the Santa Claus Rally.
Thanks for listening!
The 5-Minute Investor is on Spotify, YouTube, iHeartRadio, Podbean, Stockhouse or wherever finer podcasts are found.
Join the discussion: Find out what investors are saying about the prospects for gold and AI stocks in 2026 on Stockhouse’s stock forums and message boards.
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