<h3>Marks on the Markets: Geopolitics, AI Disruption & Where Smart Capital Is Moving in 2026</h3>
Host Richard Cunningham is joined by co-host John Coleman and market experts Matt Monson (Public Equities, Sovereign's Capital) and Brian McClard (CIO, Blue Trust) for the March 2026 edition of Marks on the Markets. With Operation Epic reshaping global energy dynamics, AI rewriting the rules of markets and labor, and private equity at a critical inflection point, this panel of seasoned investors offers grounded, faith-driven perspective on navigating one of the most complex macro environments in recent memory.
Key Topics Discussed:
<ul>
 <li>The geopolitical and market implications of Operation Epic in Iran — and what it means for global oil supply and the Strait of Hormuz</li>
 <li>Why 75% of S&P 500 gains over the past three years came from just 41 AI-linked stocks — and why that era may be ending</li>
 <li>Small cap vs. large cap: the longest large-cap outperformance streak in 100 years, and why the rotation may finally be here</li>
 <li>AI and the labor market: separating fear-driven headlines from real economic data</li>
 <li>Private markets outlook — where to be bullish, where to exercise caution, and the private credit warning signs</li>
</ul>
Notable Quotes:
"If you were to take $600 billion in capex spending in 2026 amongst four companies… that's $300 billion worth of brand new depreciation that will flow through income statements for those four companies combined that needs to be offset with brand new AI profit." — Matt Monson
"Godliness with contentment is great gain… it's so easy to get wrapped around the axle with what we have or don't have and how we're progressing at building our own people." — Brian McClard
"What would it look like to answer the question before you get asked the question? You say, here I am, send me — and then you wait and see where he's gonna send you." — Matt Monson
About the Guests:
Matt Monson leads Public Equities Investing at Sovereign's Capital, bringing deep analytical rigor to faith-aligned portfolio construction across small, mid, and large cap markets.
Brian McClard is Chief Investment Officer at Blue Trust, a wealth management firm built on biblical principles, advising high-net-worth individuals and families on stewarding capital with eternal perspective.
John Coleman is co-host of the FDI Podcast, a principal writer on human flourishing at HBR, and author of the newly released Good Money — a framework for integrating money, investing, giving, and spending around a flourishing life.

<description>&lt;h3&gt;Marks on the Markets: Geopolitics, AI Disruption &amp; Where Smart Capital Is Moving in 2026&lt;/h3&gt;
&lt;p&gt;Host Richard Cunningham is joined by co-host John Coleman and market experts Matt Monson (Public Equities, Sovereign's Capital) and Brian McClard (CIO, Blue Trust) for the March 2026 edition of Marks on the Markets. With Operation Epic reshaping global energy dynamics, AI rewriting the rules of markets and labor, and private equity at a critical inflection point, this panel of seasoned investors offers grounded, faith-driven perspective on navigating one of the most complex macro environments in recent memory.&lt;/p&gt;
&lt;p&gt;Key Topics Discussed:&lt;/p&gt;
&lt;ul&gt;
 &lt;li&gt;The geopolitical and market implications of Operation Epic in Iran — and what it means for global oil supply and the Strait of Hormuz&lt;/li&gt;
 &lt;li&gt;Why 75% of S&amp;P 500 gains over the past three years came from just 41 AI-linked stocks — and why that era may be ending&lt;/li&gt;
 &lt;li&gt;Small cap vs. large cap: the longest large-cap outperformance streak in 100 years, and why the rotation may finally be here&lt;/li&gt;
 &lt;li&gt;AI and the labor market: separating fear-driven headlines from real economic data&lt;/li&gt;
 &lt;li&gt;Private markets outlook — where to be bullish, where to exercise caution, and the private credit warning signs&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Notable Quotes:&lt;/p&gt;
&lt;p&gt;"If you were to take $600 billion in capex spending in 2026 amongst four companies… that's $300 billion worth of brand new depreciation that will flow through income statements for those four companies combined that needs to be offset with brand new AI profit." — Matt Monson&lt;/p&gt;
&lt;p&gt;"Godliness with contentment is great gain… it's so easy to get wrapped around the axle with what we have or don't have and how we're progressing at building our own people." — Brian McClard&lt;/p&gt;
&lt;p&gt;"What would it look like to answer the question before you get asked the question? You say, here I am, send me — and then you wait and see where he's gonna send you." — Matt Monson&lt;/p&gt;
&lt;p&gt;About the Guests:&lt;/p&gt;
&lt;p&gt;Matt Monson leads Public Equities Investing at Sovereign's Capital, bringing deep analytical rigor to faith-aligned portfolio construction across small, mid, and large cap markets.&lt;/p&gt;
&lt;p&gt;Brian McClard is Chief Investment Officer at Blue Trust, a wealth management firm built on biblical principles, advising high-net-worth individuals and families on stewarding capital with eternal perspective.&lt;/p&gt;
&lt;p&gt;John Coleman is co-host of the FDI Podcast, a principal writer on human flourishing at HBR, and author of the newly released &lt;i&gt;Good Money&lt;/i&gt; — a framework for integrating money, investing, giving, and spending around a flourishing life.&lt;/p&gt;
</description>

The March 2026 Marks on the Markets episode arrives at a defining moment: a major U.S.-Israel military operation in Iran, a cracking AI investment thesis, and a small-cap rotation that may finally be underway. Richard Cunningham brings together John Coleman, Matt Monson of Sovereign's Capital, and Brian McClard of Blue Trust for an unfiltered look at what faith-driven investors need to know right now.

Episode 218 - Marks on the Market: Iran, AI, and a Dynamic Market Environment | Brian McClard & Matt Monson

The Future of Faith-Based Financial Advice: Rob West on Kingdom Advisors, Biblical Stewardship, and the $22 Trillion Opportunity
Host John Coleman sits down with Rob West, CEO of Kingdom Advisors and host of the nationally syndicated Faith-Fi radio program, to explore how biblically-wise financial advice has moved from the fringes to the forefront of Wall Street—and what that means for the trillions of dollars in Christian hands today.
From a founding cohort of 16 advisors to a network of 4,000, Kingdom Advisors is building an entire industry where faith and finance fully integrate. Rob shares the trends, data, and vision that make this one of the most exciting moments in the history of Christian investing.
Key Topics:
<ul>
 <li>How Kingdom Advisors grew from 16 CFPs to 4,000 advisors and the Certified Kingdom Advisor (CKA) designation</li>
 <li>Why faith-based investing demand jumped from 20% to 50% of CKA searches in a single year—and what that signals for the market</li>
 <li>The $22 trillion gap: Christians hold $22T in public markets but only ~$170B is in faith-based investments</li>
 <li>AI, robo-advice, and the irreplaceable role of the values-based financial advisor</li>
 <li>How collaborative giving funds and strategic generosity are the next frontier for Kingdom capital</li>
 <li>The great wealth transfer and preparing the next generation of stewards</li>
 <li>Why 11 Christian universities are now training the next wave of Kingdom Advisors</li>
</ul>
Notable Quotes:
"There's 22 trillion in the hands of Christians in the public markets today. And we've got, best case, 170 billion in faith-based investments in public market offerings. So the need and the opportunity is massive." – Rob West
"When you go into a values conversation, AI can't replicate that." – Rob West
"When we see money as a tool to advance God's kingdom—yes to enjoy, yes to provide—but to give generously, to invest strategically… we're just gonna help God's people experience kingdom impact in a way perhaps they never have considered." – Rob West

<description>&lt;p&gt;&lt;strong&gt;The Future of Faith-Based Financial Advice: Rob West on Kingdom Advisors, Biblical Stewardship, and the $22 Trillion Opportunity&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Host John Coleman sits down with Rob West, CEO of Kingdom Advisors and host of the nationally syndicated Faith-Fi radio program, to explore how biblically-wise financial advice has moved from the fringes to the forefront of Wall Street—and what that means for the trillions of dollars in Christian hands today.&lt;/p&gt;
&lt;p&gt;From a founding cohort of 16 advisors to a network of 4,000, Kingdom Advisors is building an entire industry where faith and finance fully integrate. Rob shares the trends, data, and vision that make this one of the most exciting moments in the history of Christian investing.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Key Topics:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
 &lt;li&gt;How Kingdom Advisors grew from 16 CFPs to 4,000 advisors and the Certified Kingdom Advisor (CKA) designation&lt;/li&gt;
 &lt;li&gt;Why faith-based investing demand jumped from 20% to 50% of CKA searches in a single year—and what that signals for the market&lt;/li&gt;
 &lt;li&gt;The $22 trillion gap: Christians hold $22T in public markets but only ~$170B is in faith-based investments&lt;/li&gt;
 &lt;li&gt;AI, robo-advice, and the irreplaceable role of the values-based financial advisor&lt;/li&gt;
 &lt;li&gt;How collaborative giving funds and strategic generosity are the next frontier for Kingdom capital&lt;/li&gt;
 &lt;li&gt;The great wealth transfer and preparing the next generation of stewards&lt;/li&gt;
 &lt;li&gt;Why 11 Christian universities are now training the next wave of Kingdom Advisors&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Notable Quotes:&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;i&gt;"There's 22 trillion in the hands of Christians in the public markets today. And we've got, best case, 170 billion in faith-based investments in public market offerings. So the need and the opportunity is massive."&lt;/i&gt; – Rob West&lt;/p&gt;
&lt;p&gt;&lt;i&gt;"When you go into a values conversation, AI can't replicate that."&lt;/i&gt; – Rob West&lt;/p&gt;
&lt;p&gt;&lt;i&gt;"When we see money as a tool to advance God's kingdom—yes to enjoy, yes to provide—but to give generously, to invest strategically… we're just gonna help God's people experience kingdom impact in a way perhaps they never have considered."&lt;/i&gt; – Rob West&lt;/p&gt;
</description>

What happens when biblical stewardship meets Wall Street? Rob West, CEO of Kingdom Advisors and host of the Faith-Fi radio program reaching over a million Christians weekly, joins John Coleman to map the seismic shift underway in Christian financial advice—and the $22 trillion opportunity still waiting to be unlocked.


Episode 217 - How Kingdom Advisors is Shaping The Future of Faith-Driven Finance | Rob West

Faith Driven Investor Podcast - Episode 216Join hosts Richard Cunningham and Luke Roush as they sit down with Steve Cook, Executive Managing Director of LFM Capital, for a deep dive into the state of US manufacturing and the reshoring revolution transforming American industry. From the deck of an aircraft carrier to the shop floor to private equity boardrooms, Steve brings a unique perspective on what it takes to build manufacturing companies that strengthen both portfolios and national security.Key Investment Topics:<ul><li>The economics of reshoring: Why major manufacturers are bringing supply chains back to the US</li><li>LFM Capital's operator-led approach to buyout private equity in manufacturing</li><li>How tariffs, supply chain disruptions, and geopolitical tensions are reshaping investment opportunities</li><li>Why aerospace, defense, and B2B manufacturing offer compelling risk-adjusted returns</li><li>The role of leadership and operational excellence in driving EBITDA margins and enterprise value</li><li>Interest rates, deal flow, and the creative structuring required in today's PE market</li></ul>Powerful Quotes:"We won World War One and Two predominantly because we had a strong industrial base that could step up and pivot when the country needed it. We're woefully unprepared for World War Three." - Steve Cook"It costs more to hire an English-speaking manager in China than it does in the US today. Labor cost equilibrium is happening faster than anyone expected." - Steve Cook"The absolute worst form of ownership I've ever seen is 50/50. Someone has to make the final decision - that's true in a company and true in a marriage." - Steve CookEpisode Description:What does it take to rebuild American manufacturing in an era of global uncertainty? Steve Cook knows firsthand. As a former Navy fighter pilot who flew combat missions during Desert Shield, then an operations leader at Dell managing 2,200 manufacturing employees, Steve brings unparalleled shop floor DNA to private equity investing. Now leading LFM Capital - a buyout firm exclusively focused on US manufacturing - he's witnessing the early stages of a reshoring revolution that could reshape both the American economy and investment portfolios.This episode cuts through the headlines to reveal what's really happening on the ground with US manufacturing. Steve explains why companies are finally bringing production back home, which industries offer the most compelling opportunities, and how LFM's operator-first approach generates returns by elevating leadership and operational excellence rather than financial engineering. From the impact of Liberation Day tariffs to the quiet convergence of global labor costs, from AI's limited role on today's shop floor to the creative deal structures emerging in a higher interest rate environment, this conversation delivers actionable insights for investors seeking exposure to the manufacturing renaissance.Steve also vulnerably shares lessons from Genesis on leadership, partnership, and the biblical principles that shape both his marriage and LFM's investment philosophy - including why 50/50 ownership structures consistently fail and what that reveals about decision-making authority in both business and family.Guest Background:Steve Cook is Executive Managing Director of LFM Capital, a Nashville-based private equity firm investing exclusively in US manufacturing companies. A graduate of the US Naval Academy and MIT's Leaders for Manufacturing program, Steve flew F/A-18s off aircraft carriers for seven years before transitioning to operations leadership roles at Dell and venture-backed technology companies. At LFM, he leads a team of operators and engineers who partner with manufacturing CEOs to build enterprise value through operational excellence, not financial engineering. Steve and his wife Shannon live in Nashville and are active members of Long Hollow Church.

<description>&lt;p&gt;Faith Driven Investor Podcast - Episode 216&lt;/p&gt;&lt;p&gt;Join hosts Richard Cunningham and Luke Roush as they sit down with Steve Cook, Executive Managing Director of LFM Capital, for a deep dive into the state of US manufacturing and the reshoring revolution transforming American industry. From the deck of an aircraft carrier to the shop floor to private equity boardrooms, Steve brings a unique perspective on what it takes to build manufacturing companies that strengthen both portfolios and national security.&lt;/p&gt;&lt;p&gt;Key Investment Topics:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;The economics of reshoring: Why major manufacturers are bringing supply chains back to the US&lt;/li&gt;&lt;li&gt;LFM Capital's operator-led approach to buyout private equity in manufacturing&lt;/li&gt;&lt;li&gt;How tariffs, supply chain disruptions, and geopolitical tensions are reshaping investment opportunities&lt;/li&gt;&lt;li&gt;Why aerospace, defense, and B2B manufacturing offer compelling risk-adjusted returns&lt;/li&gt;&lt;li&gt;The role of leadership and operational excellence in driving EBITDA margins and enterprise value&lt;/li&gt;&lt;li&gt;Interest rates, deal flow, and the creative structuring required in today's PE market&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Powerful Quotes:&lt;/p&gt;&lt;p&gt;"We won World War One and Two predominantly because we had a strong industrial base that could step up and pivot when the country needed it. We're woefully unprepared for World War Three." - Steve Cook&lt;/p&gt;&lt;p&gt;"It costs more to hire an English-speaking manager in China than it does in the US today. Labor cost equilibrium is happening faster than anyone expected." - Steve Cook&lt;/p&gt;&lt;p&gt;"The absolute worst form of ownership I've ever seen is 50/50. Someone has to make the final decision - that's true in a company and true in a marriage." - Steve Cook&lt;/p&gt;&lt;p&gt;Episode Description:&lt;/p&gt;&lt;p&gt;What does it take to rebuild American manufacturing in an era of global uncertainty? Steve Cook knows firsthand. As a former Navy fighter pilot who flew combat missions during Desert Shield, then an operations leader at Dell managing 2,200 manufacturing employees, Steve brings unparalleled shop floor DNA to private equity investing. Now leading LFM Capital - a buyout firm exclusively focused on US manufacturing - he's witnessing the early stages of a reshoring revolution that could reshape both the American economy and investment portfolios.&lt;/p&gt;&lt;p&gt;This episode cuts through the headlines to reveal what's really happening on the ground with US manufacturing. Steve explains why companies are finally bringing production back home, which industries offer the most compelling opportunities, and how LFM's operator-first approach generates returns by elevating leadership and operational excellence rather than financial engineering. From the impact of Liberation Day tariffs to the quiet convergence of global labor costs, from AI's limited role on today's shop floor to the creative deal structures emerging in a higher interest rate environment, this conversation delivers actionable insights for investors seeking exposure to the manufacturing renaissance.&lt;/p&gt;&lt;p&gt;Steve also vulnerably shares lessons from Genesis on leadership, partnership, and the biblical principles that shape both his marriage and LFM's investment philosophy - including why 50/50 ownership structures consistently fail and what that reveals about decision-making authority in both business and family.&lt;/p&gt;&lt;p&gt;Guest Background:&lt;/p&gt;&lt;p&gt;Steve Cook is Executive Managing Director of LFM Capital, a Nashville-based private equity firm investing exclusively in US manufacturing companies. A graduate of the US Naval Academy and MIT's Leaders for Manufacturing program, Steve flew F/A-18s off aircraft carriers for seven years before transitioning to operations leadership roles at Dell and venture-backed technology companies. At LFM, he leads a team of operators and engineers who partner with manufacturing CEOs to build enterprise value through operational excellence, not financial engineering. Steve and his wife Shannon live in Nashville and are active members of Long Hollow Church.&lt;/p&gt;
</description>

The manufacturing renaissance is here - but not in the way most investors think. Steve Cook, Executive Managing Director of LFM Capital, pulls back the curtain on what's actually driving the reshoring of US production, which sectors offer the best risk-adjusted returns, and why operator-led private equity is outperforming financial engineering approaches in today's market.

Episode 216 - Marks on the Market: America's Push to Reshore U.S. Manufacturing | Steve Cook (LFM Capital)

Faith Driven Investor Podcast - Episode 215Carl Edwards, NASCAR Hall of Famer and one of the 75 greatest drivers of all time, sits down with host John Coleman to share his remarkable journey from a Columbia, Missouri Volkswagen shop to the pinnacle of motorsports—and his courageous decision to walk away from it all at age 36.This conversation goes far beyond racing. Carl vulnerably discusses the dangers of building identity on performance, the cost of fame, and the miraculous moment on a mountaintop that transformed his understanding of faith. He opens up about stewarding wealth with a scarcity mindset, prioritizing marriage over children, and why he risked his family's entire $18,000 life savings on a single race car.Key Topics:<ul><li>The entrepreneurial hustle required to break into NASCAR from Missouri</li><li>Building and losing identity through professional success and public image</li><li>Walking away from a championship-caliber ride and guaranteed income to prioritize family</li><li>A powerful conversion story involving Stephen Garber and a mountaintop ambush</li><li>Wrestling with generosity and stewardship after growing up with financial scarcity</li><li>Why loving your spouse well is the greatest gift you can give your children</li></ul>Notable Quotes:"I'm gonna keep racing for another 10 years. I'm going to hit my head another 25 times. 30 years from now, I'll be on the other end of this phone. My son will be sitting on the stairs. I don't know my kids. They'll resent me for everything I did. And I'll have given my life away." - Carl Edwards"If my mom didn't take that risk with everything she had and hang onto it that loosely, it was her life savings. I mean, I wouldn't be sitting here talking to you." - Carl Edwards"In my soul, when it made no sense to anyone else, I knew that this thing driving a race car was important to me, I loved it purely, and chasing that became such a wonderful adventure that yielded so much fruit." - Carl Edwards

<description>&lt;p&gt;Faith Driven Investor Podcast - Episode 215&lt;/p&gt;&lt;p&gt;Carl Edwards, NASCAR Hall of Famer and one of the 75 greatest drivers of all time, sits down with host John Coleman to share his remarkable journey from a Columbia, Missouri Volkswagen shop to the pinnacle of motorsports—and his courageous decision to walk away from it all at age 36.&lt;/p&gt;&lt;p&gt;This conversation goes far beyond racing. Carl vulnerably discusses the dangers of building identity on performance, the cost of fame, and the miraculous moment on a mountaintop that transformed his understanding of faith. He opens up about stewarding wealth with a scarcity mindset, prioritizing marriage over children, and why he risked his family's entire $18,000 life savings on a single race car.&lt;/p&gt;&lt;p&gt;Key Topics:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;The entrepreneurial hustle required to break into NASCAR from Missouri&lt;/li&gt;&lt;li&gt;Building and losing identity through professional success and public image&lt;/li&gt;&lt;li&gt;Walking away from a championship-caliber ride and guaranteed income to prioritize family&lt;/li&gt;&lt;li&gt;A powerful conversion story involving Stephen Garber and a mountaintop ambush&lt;/li&gt;&lt;li&gt;Wrestling with generosity and stewardship after growing up with financial scarcity&lt;/li&gt;&lt;li&gt;Why loving your spouse well is the greatest gift you can give your children&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Notable Quotes:&lt;/p&gt;&lt;p&gt;"I'm gonna keep racing for another 10 years. I'm going to hit my head another 25 times. 30 years from now, I'll be on the other end of this phone. My son will be sitting on the stairs. I don't know my kids. They'll resent me for everything I did. And I'll have given my life away." - Carl Edwards&lt;/p&gt;&lt;p&gt;"If my mom didn't take that risk with everything she had and hang onto it that loosely, it was her life savings. I mean, I wouldn't be sitting here talking to you." - Carl Edwards&lt;/p&gt;&lt;p&gt;"In my soul, when it made no sense to anyone else, I knew that this thing driving a race car was important to me, I loved it purely, and chasing that became such a wonderful adventure that yielded so much fruit." - Carl Edwards&lt;/p&gt;
</description>

Join host John Coleman for an intimate conversation with NASCAR Hall of Famer Carl Edwards, recorded at the Main Street Summit in Carl's hometown of Columbia, Missouri.

Episode 215 - Why NASCAR Legend Carl Edwards Walked Away at His Peak

Join Richard Cunningham and John Coleman for the first Marks on the Markets episode of 2026 as they welcome Brandon Pizzurro, President & Chief Investment Officer at GuideStone Capital Management, to unpack what investors need to know heading into the new year. After three consecutive years of double-digit returns, the conversation explores whether markets can sustain this momentum, the future of AI investing, and the opportunities emerging in small caps and private markets.Key Investment Topics:<ul><li>Market outlook after three straight years of 20%+ returns and where opportunities lie in 2026</li><li>The Mag 7 dominance: Will small and mid-cap stocks finally see their rotation moment?</li><li>Federal Reserve policy expectations and why current rates may be historically appropriate</li><li>Private equity and IPO markets thawing after years of constrained liquidity</li><li>Geopolitical shocks to watch: Iran, Venezuela, and international market divergence</li><li>AI's impact on productivity, employment, and whether we're entering a new economic era</li></ul>Notable Quotes:"Breathless is probably one word. Just coming off three straight years like that, you always wanna protect on the downside. You wanna think about how things can go wrong. And when they don't for a third year in a row, you wanted to catch your breath and really take stock of what just happened." - Brandon Pizzurro"This is the Lord's capital that we're all stewarding, and we need to remember that as we kind of start the year off again. We have a charge here for our investors, but I think it's important to take a moment and be present, be thinking about why you're doing what you're doing." - Brandon Pizzurro"We are people under authority and it's easy to forget that sometimes. When we receive word from God, whether that be through scripture, whether that be through prayer or insight or inspiration, we are intended to execute against that will." - John ColemanAbout the Guests:Brandon Pizzurro serves as Managing Director at GuideStone Capital Management in Dallas, Texas, bringing sophisticated market analysis with a faith-driven perspective on stewardship and investing. John Coleman is a Managing Partner at Sovereign's Capital and regular co-host of the Marks on the Markets series, known for his thoughtful integration of economic analysis with Kingdom principles.This episode offers both tactical market insights and strategic wisdom for faith-driven investors navigating what promises to be a consequential year in financial markets.

<description>&lt;p&gt;Join Richard Cunningham and John Coleman for the first Marks on the Markets episode of 2026 as they welcome Brandon Pizzurro, President &amp; Chief Investment Officer at GuideStone Capital Management, to unpack what investors need to know heading into the new year. After three consecutive years of double-digit returns, the conversation explores whether markets can sustain this momentum, the future of AI investing, and the opportunities emerging in small caps and private markets.&lt;/p&gt;&lt;p&gt;Key Investment Topics:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Market outlook after three straight years of 20%+ returns and where opportunities lie in 2026&lt;/li&gt;&lt;li&gt;The Mag 7 dominance: Will small and mid-cap stocks finally see their rotation moment?&lt;/li&gt;&lt;li&gt;Federal Reserve policy expectations and why current rates may be historically appropriate&lt;/li&gt;&lt;li&gt;Private equity and IPO markets thawing after years of constrained liquidity&lt;/li&gt;&lt;li&gt;Geopolitical shocks to watch: Iran, Venezuela, and international market divergence&lt;/li&gt;&lt;li&gt;AI's impact on productivity, employment, and whether we're entering a new economic era&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Notable Quotes:&lt;/p&gt;&lt;p&gt;"Breathless is probably one word. Just coming off three straight years like that, you always wanna protect on the downside. You wanna think about how things can go wrong. And when they don't for a third year in a row, you wanted to catch your breath and really take stock of what just happened." - Brandon Pizzurro&lt;/p&gt;&lt;p&gt;"This is the Lord's capital that we're all stewarding, and we need to remember that as we kind of start the year off again. We have a charge here for our investors, but I think it's important to take a moment and be present, be thinking about why you're doing what you're doing." - Brandon Pizzurro&lt;/p&gt;&lt;p&gt;"We are people under authority and it's easy to forget that sometimes. When we receive word from God, whether that be through scripture, whether that be through prayer or insight or inspiration, we are intended to execute against that will." - John Coleman&lt;/p&gt;&lt;p&gt;About the Guests:&lt;/p&gt;&lt;p&gt;Brandon Pizzurro serves as Managing Director at GuideStone Capital Management in Dallas, Texas, bringing sophisticated market analysis with a faith-driven perspective on stewardship and investing. John Coleman is a Managing Partner at Sovereign's Capital and regular co-host of the Marks on the Markets series, known for his thoughtful integration of economic analysis with Kingdom principles.&lt;/p&gt;&lt;p&gt;This episode offers both tactical market insights and strategic wisdom for faith-driven investors navigating what promises to be a consequential year in financial markets.&lt;/p&gt;
</description>

Join Richard Cunningham and John Coleman for the first Marks on the Markets episode of 2026 as they welcome Brandon Pizzurro, President & Chief Investment Officer at GuideStone Capital Management, to unpack what investors need to know heading into the new year. After three consecutive years of double-digit gains, the question on every investor's mind is whether this generational bull run can continue—and where the next opportunities lie.

Episode 214 - Marks on the Market: Kicking off 2026 in the Markets & Economy | Brandon Pizzurro

Faith Driven Investor is a growing movement of business leaders, fund managers, investors, and pastors who are driven by their faith. We believe that God owns it all and that he cares deeply about how we steward our investments. Our vision is for a world where Christ's followers can pursue excellent investments that allow for financial returns and Gospel-centered transformation. Every investment has an impact. What's yours?

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