# Top Investment Strategist: 3 sectors BEAT the S&P 500 as the AI trade unwinds!

Page: https://stenobird.com/podcast/full-signal-7568617/top-investment-strategist-3-sectors-beat-the-s-p-500-as-the-ai-trade-unwinds
Text version: https://stenobird.com/podcast/full-signal-7568617/top-investment-strategist-3-sectors-beat-the-s-p-500-as-the-ai-trade-unwinds.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-07-30T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Strategist-3-sectors-BEAT-the-SP-500-as-the-AI-trade-unwinds-e3mnqjj
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/123512883/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-30%2F428876252-44100-2-ac8edf00b06cd.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-strategist-3-sectors-beat-the-s-p-500-as-the-ai-trade-unwinds
Duration seconds: 2204

## Resource

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

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-strategist-3-sectors-beat-the-s-p-500-as-the-ai-trade-unwinds/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/full-signal-7568617/top-investment-strategist-3-sectors-beat-the-s-p-500-as-the-ai-trade-unwinds.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.