# 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
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.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-05-28T21:03:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN7289972462.mp3
Audio file: https://traffic.megaphone.fm/FPMN7289972462.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
Duration seconds: 1590

## 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…

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