Ahead In The Count Ep. 116 - CIO Eric Cramer's 2026 Annual Market Report: Investment Strategies for a Changing Global Economy
Release Date: 02/16/2026
Ahead In The Count Ep. 116 - CIO Eric Cramer's 2026 Annual Market Report: Investment Strategies for a Changing Global Economy
Ahead In The Count
Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this must-listen episode of Ahead in the Count, BIP Wealth's Chief Investment Officer Eric Cramer...
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Ahead In The Count Ep. 115 - Inside College Baseball's First Pitch
Ahead In The Count
Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. Georgia Tech Hall of Famer and legendary college baseball coach Danny Hall, alongside former Yellow...
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Ahead In The Count Ep. 114 - Essential Spring Training Prep Checklist
Ahead In The Count
Getting ready to report to spring training? Former pro ballplayers Jeremy Hermida and Chase Murray share insider advice on preparing for spring training, from physical preparation to financial planning. Whether you're heading to Arizona or Florida, this episode covers everything minor leaguers need to know before packing their bags. Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their...
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Ahead In The Count Ep. 113 - Important Ways to Close 2025 and Trump Accounts
Ahead In The Count
Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. This podcast hits on items ballplayers should keep in mind as they close 2025 off the field. It also...
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Ahead In The Count Ep. 112 - Mark Milam Talks Housing and Mortgage Rates
Ahead In The Count
Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. Mark Milam returns to discuss the state of the mortgage and housing market, exploring how recent Fed...
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Ahead In The Count Ep. 111 - CIO Eric Cramer's Unique QMR
Ahead In The Count
Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this episode, BIP Wealth Chief Investment Officer Eric Cramer gives an overview and insight into his...
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Ahead In The Count Ep. 110 - Welcome Danny Hall
Ahead In The Count
Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this episode, get to know the newest member of BIP Wealth! Danny Hall joined as Vice President of...
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Ahead In The Count Ep. 109 - Arizona Fall League: Inside Baseball's Prospect Showcase
Ahead In The Count
Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this episode, discover what makes the AFL a premier opportunity for baseball's rising stars. Learn how...
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Ahead In The Count Ep. 108 - Private Investment News with Mark Flickinger
Ahead In The Count
Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this episode, Mark Flickinger returns to discuss why the fall of 2025 presents a unique opportunity...
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Ahead In The Count Ep. 107 - Depths of MLB Realignment
Ahead In The Count
Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. This episode features a comprehensive discussion about Major League Baseball's potential realignment and...
info_outlineWelcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth.
In this must-listen episode of Ahead in the Count, BIP Wealth's Chief Investment Officer Eric Cramer delivers his highly anticipated 2026 Annual Market Report, breaking down the most important investment trends and opportunities for the year ahead.
Hosts Nolan Alexander and the baseball division's Jeremy Hermida explore what last year's market performance means for investors and how to position portfolios for success in an evolving global economy.
Discover how international markets performed relative to the S&P 500 in 2025, learn strategic shifts in fixed income investing, and understand how AI is reshaping corporate America. Whether you're a professional athlete managing career earnings or an investor seeking clarity in uncertain times, this episode provides actionable insights for building wealth in 2026.
Key Topics
2025 Market Performance Review
- S&P 500 returns: Up 17.5% in 2025
- International developed markets: Gained 32% (nearly 2x US performance)
- Emerging markets: Up 33%+
- Tech stock volatility and recovery
- Cryptocurrency market challenges
The Great International Outperformance
- Why foreign markets crushed US returns
- Dollar weakness and currency effects
- How diversification paid off for BIP Wealth clients
- Compound returns from foreign equity and currency appreciation
AI Revolution: From Hype to Reality
- Shift from AI creators to AI users
- Valuation concerns for Big Tech
- Corporate America's AI adoption wave
- Why non-AI companies face unprecedented volatility
2026 Investment Themes & Strategies
- Price-earnings ratios: Top 10 tech stocks vs. S&P 490
- Global economic power structure transformation
- Tariff impacts and trade realignments
- Currency revaluation effects on sovereign debt
Municipal Bonds: The New Safe Haven?
- Why munis may replace treasuries for taxable accounts
- State balance sheets vs. federal debt concerns
- Tax-advantaged investing strategies
- Private credit opportunities yielding 8%+
Portfolio Construction in Volatile Times
- The "Moneyball approach" to asset allocation
- Building portfolios with 50%+ probability strategies
- Private market flexibility and liquidity improvements
- Incremental gains philosophy
Political & Economic Uncertainty Ahead
- Midterm election implications
- National debt sustainability concerns
- Tax policy changes on the horizon
- Bipartisan cooperation potential
To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com