Episode
Buy these ETFs for the AI bull market! | Todd Sohn
- Podcast
- Full Signal
- Published
- May 12, 2026
- Duration seconds
- 2017
- Processing state
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- https://podcasters.spotify.com/pod/show/philrosen/episodes/Buy-these-ETFs-for-the-AI-bull-market---Todd-Sohn-e3j7vjn
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Summary
Todd Sohn is the chief ETF strategist at Strategas. He joins Phil Rosen on Full Signal to discuss the boom in semiconductor stocks, falling defensive sectors, the ETFs he likes best right now, how to hedge the froth of the AI trade, and the most important charts in markets today. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:20 - Record ETF Inflows 2:36 - Crashing defensive sectors 5:01 - Energy vs. Tech beta 9:14 - Industrials & infrastructure 12:36 - Semiconductor ETFs 16:17 - Levered Single-Stock ETFs 20:50 - DRAM to $5 Billion 23:33 - SpaceX and Space ETFs 27:53 - Hedge beta, buy Japan 31:43 - Turning cautious Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed