# Top Investment Chief: 3 sectors to BUY for the NEXT AI bull rally!

Page: https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-3-sectors-to-buy-for-the-next-ai-bull-rally
Text version: https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-3-sectors-to-buy-for-the-next-ai-bull-rally.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-08-18T10:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Chief-3-sectors-to-BUY-for-the-NEXT-AI-bull-rally-e3nh6ne
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/124344494/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-17%2F430007795-44100-2-04eb82e51034f.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-chief-3-sectors-to-buy-for-the-next-ai-bull-rally
Duration seconds: 2161

## Resource

Ryan Detrick is the chief market strategist at Carson Group, where he helps manage more than $8 billion and has kept the firm overweight equities for over three years. He joins Phil Rosen for the 100th episode of Full Signal to discuss his S&P 500 outlook, why banks are breaking out, the sectors he likes best, and the bearish signals no one else is watching. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ 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 - S&P 500 outlook 3:42 - Seasonality 7:32 - Advance-decline line 9:20 - Financials and banks 11:54 - Cyclicals for the second half 14:44 - Gold, bonds and managed futures 16:25 - Industrials 17:36 - Financials 19:33 - Tech stocks 21:48 - $1 trillion capex debate 23:56 - Secular bull case 24:47 - Europe and Japan 27:03 - The bear case with the US dollar 28:32 - Staples stocks falling 31:43 - Fed outlook 33:27 - 3 contrarian calls 34:55 - Follow Ryan

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## Transcript

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