# Mag 7 Market Shift

Page: https://stenobird.com/podcast/kwm-market-minute-7621832/mag-7-market-shift
Text version: https://stenobird.com/podcast/kwm-market-minute-7621832/mag-7-market-shift.md
Podcast: [KWM Market Minute](https://stenobird.com/podcast/kwm-market-minute-7621832)
Published: 2026-06-29T18:04:04+00:00
Episode link: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/mag-7-market-shift.mp3
Audio file: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/mag-7-market-shift.mp3
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JSON: https://stenobird.com/v1/public/podcasts/kwm-market-minute-7621832/episodes/mag-7-market-shift

## Resource

The Mag 7 are no longer carrying the market, as massive AI spending raises questions about when returns will follow. Jason discusses why he believes a healthy rotation is underway. With gold pulling back and opportunity emerging, we break down what this shift means for investors right now.

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## Transcript

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