# New Highs, Weak Breadth & the SPDF ETF Strategy | Vincent Randazzo on The Money Path

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/new-highs-weak-breadth-the-spdf-etf-strategy-vincent-randazzo-on-the-money-path-2
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/new-highs-weak-breadth-the-spdf-etf-strategy-vincent-randazzo-on-the-money-path-2.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-05-28T15:06:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN4748469106.mp3
Audio file: https://traffic.megaphone.fm/FPMN4748469106.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/new-highs-weak-breadth-the-spdf-etf-strategy-vincent-randazzo-on-the-money-path-2
Duration seconds: 1662

## Resource

The S&P 500 is pushing toward record highs — but beneath the surface, Wall Street may be flashing warning signs investors can’t afford to ignore. On this episode of The Money Path, host Todd M. Schoenberger sits down with Vincent Randazzo, Portfolio Manager at Tamarisk Capital Management, for a deep dive into market breadth, AI momentum, inflation risks, and the launch of Tamarisk’s new S&P 500 Defender ETF (SPDF). After successfully buying the March market bottom during the Iran-driven volatility shock, Vincent explains why his team moved aggressively into equities — and why they remain cautious even as major indexes climb higher. 💥 Key topics include: • Why market breadth may matter more than headline index highs• The hidden warning signs beneath the current AI-fueled rally• How Tamarisk identified the March 30th market bottom• SPDF: The new S&P 500 Defender ETF strategy explained• Inflation, Treasury yields & long-term valuation concerns• Upcoming AI IPOs from OpenAI, Anthropic & SpaceX• Why small-cap participation could be the key market signal• Risk management strategies during volatile market cycles• Oil prices, Middle East tensions & interest rate implications• How systematic investing models help defend against major drawdowns 🎯 From AI speculation and market breadth to inflation risk and ETF innovation, this is a must-watch conversation for investors navigating one of the most unpredictable market environments in years. 📺 Watch now on Biz Talk Today TV (BTT) 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on…

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