Podcast Summary: “De 7 blikt vooruit: Beurzen en wereldmarkten in 2026”

Podcast: De 7 (De Tijd)
Host: Bert Rymen
Guests: Ellen Vermorhe (Beurs expert), Frank De Moll (analyst, Burstblatt), others
Date: December 30, 2025

Episode Overview

This episode is a forward-looking roundtable on market trends and financial predictions for 2026. Host Bert Rymen is joined by stock market experts and analysts to discuss global equities, IPO revival, the dominance of AI, the future of cryptocurrencies, expectations for interest rates, and their most “outrageous” forecasts for the coming year. The tone is lively, occasionally speculative, yet rooted in recent developments and informed analysis.

Key Discussion Points & Insights

1. Market Pulse for 2026

• Focus: Macro trends, central bank policy, and the IPO market
• [00:30] Bert introduces the expert panel and sets the stage for critical trends: “Marte Onser the Andy Arza flavoring is the range of orderleggers and macro lovers…”
• [01:31] Analyst B predicts a "rebirth of IPOs" in the coming year as more companies see renewed interest in public listings.

“IPOs could gain momentum.” — Analyst B [01:31]

• [01:46] Sectors anticipated to lead the IPO wave include AI and cloud specialists (CoreWeave), fintech (Klarna), and energy visionaries.

2. Technological Superpowers: AI & SpaceX

• [02:28] SpaceX is lauded as a technological marvel:

“Elon Musk’s SpaceX team has done an incredible job of building out really the most advanced rocket manufacturing facility that has ever existed. This is essentially alien level technology.” — Analyst B [02:28]

• [03:42] Discussion shifts to AI giants (OpenAI, Anthropic).

“OpenAI does not look chatgpton over Anthropic over AI talm model. In the AI sector of the moment.” — Analyst C [03:42]

3. Corporate Titans: Amazon, Microsoft, Mercado Libre

• [10:08] Evaluations of business fundamentals and the “next big thing”:

“Nobody in 10 years is going to say I love Amazon I just wish they delivered a little more slowly.” — Analyst B [10:08]

• Recognition of Microsoft’s continuing dominance and the role of generative AI in redefining software productivity ([10:21]-[11:01]).

• [11:23] Technical innovations: “Hybrid bonding” for advanced chips, and how infrastructure investment—like that seen in Tokyo—drives regional economic strength.

4. Interest Rate Moves & Macroeconomics

• [12:36] Key interest rate decisions are recapped:

“The governing council of today decided to lower the three key ECB interest rates…” — Analyst D [12:38]
“Market committee decided to leave our policy interest rate unchanged by lowering our policy interest rate by a quarter percentage point.” — Analyst B [12:44]

5. New Frontiers: Quantum, Biotech, Private Debt

• [17:45] The panel highlights next-gen themes: quantum computing, longevity biotech ([17:45]), and the growing private debt market ([18:52]).
• Private debt is praised for its strong cash flows and defensive qualities in times of uncertainty.

6. Assets of the Future: Bitcoin, Silver, Crypto

• [19:50]-[23:53] The tokenization of assets and crypto's rise as alternative stores of value.

“Bitcoin and Derchilica newer courts 25 and 20 was an Zerhutiar for the store of value assets… Silver sells 150% Bitcoin. 5% since in January. And sell off the held machine well for silver…” — Host A [19:50]

• Noted is the divergence in performance between Bitcoin and traditional assets, with speculation on whether silver or Bitcoin will remain the more resilient “hard asset.”

7. Outrageous Predictions for 2026

• [26:26] Host initiates a round of bold forecasts and “outrageous predictions”: Will markets crash? Will new tech break old paradigms?
• [27:19] Analyst D:

“A crash van NASDAQ met 20% in season 20 this is an outrageous prediction this May overnight I think it is scenario… crash from the AI trades in season 20 okay.” — Analyst D [27:19]

• [28:15] Analyst C: Predicts high-profile failures or liquidations in the biotech sector:

“Bedraf Norman hollow powers doesn’t biotech Bedriff and IK for spell dots 27.” — Analyst C [28:15]

Notable Quotes & Moments

• On Amazon’s Staying Power:
  “Nobody in 10 years is going to say I love Amazon I just wish they delivered a little more slowly.” — Analyst B [10:08]

• On SpaceX’s Rocket Innovation:
  “This is essentially alien level technology.” — Analyst B [02:28]

• On Policy Rates:
  “The governing council of today decided to lower the three key ECB interest rates…” — Analyst D [12:38]

• On Crypto as a Store of Value:
  “Bitcoin… was an Zerhutiar for the store of value assets the harde activa…” — Host A [19:50]

• On Outrageous Predictions:
  “A crash van NASDAQ met 20% in season 20… crash from the AI trades in season 20 okay.” — Analyst D [27:19]

Timestamps for Important Segments

| Timestamp | Segment Description | |-----------|----------------------------------| | 00:30 | Introduction of guests & themes | | 01:31 | IPOs regaining momentum | | 02:28 | SpaceX’s technological status | | 03:42 | AI sector rundown (OpenAI, etc.) | | 10:08 | Amazon & long-term fundamentals | | 12:38 | ECB interest rate news | | 17:45 | Quantum, longevity, biotech | | 19:50 | Crypto, Bitcoin, Silver analysis | | 26:26 | Outrageous predictions round | | 27:19 | NASDAQ crash scenario | | 28:15 | Biotech sector shakeup |

Conclusion

The episode offers a thought-provoking preview of 2026, highlighting expected IPO optimism, big technological leaps (especially in AI and space), shifting value paradigms (crypto vs. precious metals), and the ever-present risk of volatility. The analysts combine grounded observations with bold predictions, making this episode both a practical guide and an entertaining speculation on what’s next in global markets.