Stephanie Link's 2026 Market Outlook: International Stocks, Crypto, & the AI Power Boom

Markets are swinging. There's a war with Iran. Oil is spiking. And if your stomach has been dropping every time you look at your portfolio, Stephanie Link has something to say about that.

Stephanie is Chief Investment Strategist and Portfolio Manager at Hightower Advisors, and a longtime CNBC contributor with more than 30 years of experience managing money through every kind of market cycle. She joined Jean Chatzky this week to cut through the noise and tell us exactly what she's doing with money right now.

Stephanie shares her boldest market calls for the rest of 2026, including why she's bullish on Brazil and why its role in the AI power story is completely underappreciated, which sectors she's watching closely, and why the fear that AI is going to kill software companies is, in her words, overdone.

In this episode, you'll learn:

• Why Stephanie says it's impossible to time the market, and what to do instead
• Her top three international markets right now
• The AI infrastructure food chain, and which industries stand to benefit most
• How much crypto she actually holds in her own portfolio
• The one book every new investor should read 

Connect with Stephanie Link: LinkedIn: Stephanie Link X: @Stephanie_Link Hightower Advisors: hightoweradvisors.com

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