Episode
Top Investment Strategist: 3 sectors BEAT the S&P 500 as the AI trade unwinds!
- Podcast
- Full Signal
- Published
- Jul 30, 2026
- Duration seconds
- 2204
- Processing state
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Summary
Todd Sohn is the chief ETF strategist at Strategas Asset Management. He joins Phil Rosen to discuss the semiconductor bear market, his three favorite sectors in the market right now, the rise of leveraged products, and comparisons to dot-com bubble. Today's episode is sponsored by Direxion: https://shorturl.at/EBirr 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 - Semi sell off 1:21 - Nobody throwing in the towel 3:01 - Is this time different? 4:14 - Leveraged ETFs 10:20 - Beta vs. volatility 12:10 - Equal weight beating cap weight 13:30 - Low volatility ETFs 16:49 - Why diversification matters again 18:22 - Where we are in AI cycle 20:14 - Trump as a wildcard 22:06 - What stops dip buying? 24:11 - Healthcare 26:19 - Energy 29:02 - Financials 33:19 - Small caps 35:57 - Follow Todd #podcast #investing #markets #macro #stocks #bitcoin #tech #fed