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In this episode of The Money Path, host Todd M. Schoenberger sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, to unpack a major market storyline: the fading leadership and growing dispersion inside the MAG7—and why investors may need to look beyond mega-cap tech heading into 2026.
Gina explains what’s driving the rotation, why she’s watching financials, industrials, and healthcare for potential leadership, and why consumer discretionary could be more vulnerable than investors expect. The conversation also covers real-estate crosscurrents—residential supply constraints, selective opportunities in commercial segments—and how gold and silver can serve as portfolio diversifiers in a world shaped by Fed policy, deficits, and data-driven volatility.
If you’re trying to navigate a market where the “easy trade” may be changing, this episode offers a clear framework for what to watch next.
#TheMoneyPath #ToddMSchoenberger #GinaMartinAdams #HBWealth #Markets #Investing #StockMarket #MAG7 #BigTech #MarketRotation #SectorRotation #Financials #Industrials #Healthcare #ConsumerDiscretionary #RealEstate #Gold #Silver #Commodities #Fed #InterestRates #SP500 #MarketOutlook #PortfolioStrategy
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By Evergreen Podcasts | CrossCheck MediaIn this episode of The Money Path, host Todd M. Schoenberger sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, to unpack a major market storyline: the fading leadership and growing dispersion inside the MAG7—and why investors may need to look beyond mega-cap tech heading into 2026.
Gina explains what’s driving the rotation, why she’s watching financials, industrials, and healthcare for potential leadership, and why consumer discretionary could be more vulnerable than investors expect. The conversation also covers real-estate crosscurrents—residential supply constraints, selective opportunities in commercial segments—and how gold and silver can serve as portfolio diversifiers in a world shaped by Fed policy, deficits, and data-driven volatility.
If you’re trying to navigate a market where the “easy trade” may be changing, this episode offers a clear framework for what to watch next.
#TheMoneyPath #ToddMSchoenberger #GinaMartinAdams #HBWealth #Markets #Investing #StockMarket #MAG7 #BigTech #MarketRotation #SectorRotation #Financials #Industrials #Healthcare #ConsumerDiscretionary #RealEstate #Gold #Silver #Commodities #Fed #InterestRates #SP500 #MarketOutlook #PortfolioStrategy
Learn more about your ad choices. Visit megaphone.fm/adchoices