With markets near record highs and shifting consumer trends, here’s where investors are finding new opportunities in 2026.
00:00:00 – Intro
00:00:26 – Market Outlook: Rogers’ Take on the Latest Action
00:01:30 – Bitcoin Selloff & What It Signals
00:02:46 – Why Markets Stay Near All-Time Highs
00:03:59 – What’s Happening in Capital Raising
00:05:23 – Private Equity vs. Stock Market in 2026
00:06:39 – Rogers’ 2026 Shopping List
00:08:01 – What Counts as a Household Brand?
00:09:40 – Will Consumers Keep Paying for Premium Water?
00:11:36 – When Would Rogers Buy Bitcoin?
Transcript:
Caroline Woods:
Joining me now Rogers Healy, Founder and CEO, Morrison Seger Venture Capital Partners. Rogers, great to have you on. Thanks so much for joining us.
Rogers Healy:
Thanks for having me. Happy Monday.
Caroline Woods:
Happy Monday. So Rogers, I guess if you take a look at the market, though not necessarily happy, we had that strong week last week. Stocks seem to be kicking off the month of December. On a downbeat note, I’m curious, what’s your take on the market’s latest action? How are you approaching it as an investor?
Rogers Healy:
Yeah, I should have said Happy Monday, right? I was too jovial when I said it. But you know this happens, right? We come off a high, we come off the Thanksgiving week. We come off, you know, Black Friday. And all of a sudden Cyber Monday hits and we see, you know, reality kind of start to kick in. And this is pretty normal right.
We look at the markets all day just like you do. And a lot of what I do is raise money. You know for consumer brands. And that’s usually a pretty tough vertical to raise money for. And when the markets are not performing well, people aren’t, you know, investing in the alternative market. So you know it’s kind of expected we’re seeing bitcoin take a dive.
We’re seeing, you know the Magnificent Seven. Those things are actually starting to come down a little bit too. But you know this is the fun of the roller coaster of the public equity market that we’ve seen really since day one.
Caroline Woods:
You know you mentioned crypto. I’m curious how you’re looking at the selloff that we’re seeing in Bitcoin, specifically trading around what, 85,000, more than 30% off the October highs. What does the the risk off mentality there tell you about the broader market.
Rogers Healy:
You know I think that I still don’t frankly understand crypto. I’m not personally invested in crypto. I’ve never purchased anything with crypto. You know I understand that it’s you know, it’s here to stay. But I look at I’m looking right now. You know, it’s down almost 7% for the day. And those are some really, really big numbers. But we also got to remember that only two and a half three years ago crypto or bitcoin was that, you know, I think less than 15 or $20,000.
So there’s enough people driving these markets that we’re going to continue to see, you know, the relative volatility. But it’s December and this is usually a slower time of year across the board. And I think that we’re seeing that, you know, people are starting to speak a little bit. But reality is starting to catch up. And the cost of living across the board has gone up.
The cost of food has gone up, the cost of gas has gone up again. And so, you know, I think people are probably starting to sell off a little bit because most likely they have pretty significant wins in their account.
Caroline Woods:
And really yet the S&P 500 is still only 1% away from all time highs. So yeah. What do you make of that discrepancy. Because that the picture that you’re kind of painting doesn’t seem all that great. And yet we have a market that continues to really power ahead, even despite, you know, maybe a rough November.
Rogers Healy:
Now, look, I’m a very positive guy and I’m a positive investor. And I think that, you know, when you raise money for a living, you have to make sure to find, you know, the bright spot and everything. But, you know, it’s been 8 or 9 months. I’ve just been like, oh my gosh, another record day, another record day.
Should I go and sell out my portfolio now and put it into something that’s a little bit more stable? But you know, it just continues. And I think that even if the, you know, the volatility in the shakiness lasts for another 1 or 2 weeks, we’re still riding an incredible year. Right. And I’m hoping that next year is the year that we see significant M&A activity.
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