# Charles’ Take: From Tech Infrastructure to Healthcare

Page: https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677/charles-take-from-tech-infrastructure-to-healthcare
Text version: https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677/charles-take-from-tech-infrastructure-to-healthcare.md
Podcast: [Charles Payne's Unstoppable Prosperity Podcast](https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677)
Published: 2026-03-31T01:00:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/FOXM2519448304.mp3?updated=1774905159
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/FOXM2519448304.mp3?updated=1774905159
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JSON: https://stenobird.com/v1/public/podcasts/charles-payne-s-unstoppable-prosperity-podcast-6510677/episodes/charles-take-from-tech-infrastructure-to-healthcare
Duration seconds: 384

## Resource

Charles Payne is joined by James Demmert, Main Street Research Chief Investment Officer, to discuss why the current market pullback is a normal correction within an eight-year AI-driven business cycle and to identify market opportunities in dominant "monopoly" tech players like ASML and Taiwan Semi, as well as undervalued sectors like healthcare and global energy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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## Transcript

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