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New Highs, Weak Breadth & the SPDF ETF Strategy | Vincent Randazzo on The Money Path
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: [email protected]
📲 Download the Biz Talk Today TV app on Apple & Android devices.
📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only.
Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results.
Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate.
#TheMoneyPath #VincentRandazzo #SPDF #ETF #StockMarket #SP500 #AIStocks #Inflation #WallStreet #Investing #MarketBreadth #ToddSchoenberger #OpenAI #SpaceX #Anthropic #FederalReserve #InterestRates #FinancialNews #TamariskCapital #BTT
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By Evergreen Podcasts | CrossCheck MediaThe 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: [email protected]
📲 Download the Biz Talk Today TV app on Apple & Android devices.
📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only.
Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results.
Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate.
#TheMoneyPath #VincentRandazzo #SPDF #ETF #StockMarket #SP500 #AIStocks #Inflation #WallStreet #Investing #MarketBreadth #ToddSchoenberger #OpenAI #SpaceX #Anthropic #FederalReserve #InterestRates #FinancialNews #TamariskCapital #BTT
Learn more about your ad choices. Visit megaphone.fm/adchoices