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
Mid-Year Market Update with Eric Cramer, CIO of BIP Wealth
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 quarterly market update episode, Eric Cramer, Chief Investment Officer at BIP Wealth, along with...
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Finding Your Number: How NIL and Revenue Sharing Are Changing the MLB Draft Calculus (Part 2)
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. How do you decide between signing a professional contract and playing college baseball? In Part 2 of this...
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Finding Your Number: How NIL and Revenue Sharing Are Changing the MLB Draft Calculus (Part 1)
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. What's Covered in This Episode How NIL and revenue share have changed the "find your number"...
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2026 MLB Draft Preparation Guide
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 essential episode, two former professional baseball players, Chase Murray and Jeremy Hermida,...
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Ep. 122 - Should Baseball Players Sell a Percentage of Their Future Earnings?
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. What if someone offered you millions of dollars today in exchange for a cut of everything you earn for...
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Ep. 121 - Early MLB Contracts: Should Young Players Sign or Bet on Themselves?
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, former pros Kyle Schmidt and Jeremy Hermida break down one of the hottest...
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Ahead In The Count Ep. 120 - CIO Eric Cramer's Q1 QMR: Shifts, Volatilities, and Opportunities
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. The opening quarter of 2026 was anything but quiet. With a war in Iran reshaping the geopolitical...
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Ahead In The Count Ep. 119 - Private Credit Bubble & AI Disruption: Mark Flickinger Answers FAQs
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 hits on three critical financial market challenges shaping 2026: the private credit bubble,...
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Ahead In The Count Ep. 118 - Fitting Into a New Clubhouse
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 Opening Day episode of Ahead in the Count, former professional baseball players Chase Murray and...
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Ahead In The Count Ep. 117 - Baseball Tax Prep with Allie Powell
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. Tax season is here, and for professional baseball players, the stakes couldn't be higher. This...
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