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As AI tech stocks wobble, Plancorp CIO Peter Lazaroff calls the pullback “extraordinarily healthy”—revealing how retail investors can profit from the boom’s next phase and naming three non-tech stocks to buy now
Recorded: November 10, 2026
00:00 Introduction
00:06 Is the AI Boom Still in Its Early Innings?
01:18 Why AI's Biggest Investment Opportunities May Be Outside Big Tech
02:30 How to Identify Companies Actually Making Money From AI
03:55 BNY Stock: How AI Could Boost Profitability
05:03 BNY vs. JPMorgan (JPM): Which Bank Stock Is the Better Buy?
05:54 Visa (V): How Much Can AI Drive Future Growth?
06:48 Visa (V) vs. Mastercard (MA) and American Express (AXP)
07:16 Is Visa (V) Stock Already Pricing In AI Growth?
07:58 Williams-Sonoma (WSM): Why This Retail Stock Could Benefit From AI
09:04 Can Williams-Sonoma (WSM) Hold Up if Consumers Pull Back?
10:30 Are BNY, Visa (V) and Williams-Sonoma (WSM) Still Buys?
10:41 Which AI Beneficiary Stock Has the Most Upside?
10:58 Which Stock Pick Carries the Greatest Risk?
11:59 Stock Picking vs. S&P 500 Index Funds: What's Best for Investors?
13:09 Best Investing Factors to Own Now: Value, Profitability and Momentum
13:59 Are Beaten-Down Tech Stocks (XLK) Finally Worth Buying?
15:44 Will Tech Stocks Keep Falling, and What Does It Mean for the Market?
16:35 How to Tell if Your Portfolio Has Too Much AI Exposure
17:47 Should Investors Buy the Anthropic IPO?
18:29 How to Prepare Your Portfolio for 2027
20:09 Best International Markets to Invest in Now
21:00 The Investing Data Points Retail Investors Should Watch
22:07 Can Nvidia (NVDA) Earnings Turn the Stock Around?
23:10 Rapid-Fire: This or That
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Nvidia (NVDA) is down over 30% from the highs with CEO Jensen Huang stepping down, yet Blanke Schein Wealth Management CIO Robert Schein says the stock is still a buy. He also names Broadcom (AVGO), Apple (AAPL), and Eli Lilly (LLY) among his top picks before the S&P 500 reaches 8,000.
Recorded: November 12, 2026
00:00 Introduction
00:06 Nvidia (NVDA) Leadership Shakeup: Buying Opportunity or Turning Point?
02:56 Nvidia (NVDA): Buy Now or Wait for Earnings?
03:19 Broadcom (AVGO) vs. AMD (AMD): Which Stock Is the Better Buy?
04:01 Who Should Replace Jensen Huang as Nvidia CEO?
04:26 Can the S&P 500 Rally Without Nvidia (NVDA)?
05:16 Can the S&P 500 Reach 8,000 by Year-End?
07:25 How to Know When to Buy Stocks During a Market Pullback
08:13 Best Stocks to Buy Now: Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT) and Amazon (AMZN)
10:01 Why Robert Schein Is Avoiding Tesla (TSLA) and Watching Alphabet (GOOGL)
11:23 What Would Change the Bullish Outlook for Nvidia (NVDA)?
12:24 Visa (V): Why Dividend Growth Makes It a Buy
13:02 Best Consumer Discretionary Stocks: Estée Lauder (EL), Lululemon (LULU) and Nike (NKE)
15:39 Best Healthcare Stocks: Is Eli Lilly (LLY) Still a Buy?
16:27 Which Stocks Should Investors Buy Now or Wait to Buy on a Pullback?
17:07 How to Spot AI Stocks That Are Cheap for a Reason
18:52 What Could Stop the S&P 500 From Reaching 8,000?
20:15 Would a Fed Rate Hike End the Bull Market?
20:20 How to Adjust Your Portfolio if the Fed Raises Rates
21:21 How Much Cash and Bonds Should Investors Hold?
23:24 Best Bonds to Buy: Treasuries, Corporate Bonds and Munis
23:49 Rapid-Fire: This or That
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In this episode of ETF Spotlight, Shelton Capital’s Jonathan Molchan explains why tech volatility is a “huge opportunity” for investors and how the STF Tactical Growth and Income ETF (SEPQ) targets monthly cash flow while keeping long-term growth intact.
Recorded: November 10, 2026
00:00 Introduction
00:13 Tech Stock Volatility: What Should Investors Do?
00:58 How SEPQ Uses Stocks and Options to Generate Monthly Income
03:01 SEPQ’s Current Allocation: Stocks, Cash and Bonds
04:48 SEPQ vs. the Nasdaq 100: What’s the Difference?
06:28 SEPQ’s Downside Protection and Upside Potential
07:27 The Trade-Off Behind SEPQ’s 10% Yield
08:37 How SEPQ Removes Market Timing for Investors
09:21 Market Outlook: AI, Inflation and the Risk of More Volatility
12:37 Is Inflation the Biggest Risk to the Bull Market?
12:46 Can AI Growth Offset a Weakening Consumer?
13:45 Best Investing Advice for Retail Investors Right Now
16:10 Is Nvidia (NVDA) a Buying Opportunity or a Warning Sign?
17:35 Is Tech Cheap After the Recent Selloff?
18:02 SEPQ vs. CP: Which ETF Complements an S&P 500 Portfolio?
19:46 Rapid-Fire: This or That
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Nvidia may be 30% off its highs and trading below $170, but rushing in to buy the dip could land you right in a value trap. Hudson Value Partners’ Christopher Davis breaks down why you should hold your fire on Nvidia—and reveals the 4 resilient stocks retail investors should buy aggressively instead.
Recorded: November 10, 2026
00:00 Introduction
00:09 Is the Stock Market Rally Already Fading?
00:48 Inflation and Interest Rates: Where Should Stocks Go From Here?
02:28 Can the S&P 500 Keep Rising Despite Another Fed Rate Hike?
03:12 Is It Too Soon to Buy Tech Stocks After the AI Selloff?
04:37 Which AI and Tech Stocks Should Investors Buy or Sell?
05:36 Is Nvidia (NVDA) a Value Stock or a Value Trap?
06:46 Is Nvidia Below $170 a Buying Opportunity?
06:51 Best Tech Stocks to Buy: Alphabet (GOOGL), ASML, Arm and Microsoft (MSFT)
10:44 Could Nvidia’s (NVDA) Decline Drag Down the Entire AI Trade?
12:06 How S&P 500 Investors Can Reduce AI and Tech Exposure
12:50 Sony (SONY): Why This AI Beneficiary Is Undervalued
15:22 Green Brick Partners (GRBK): Why Buy Homebuilders Now?
17:02 Marzetti (MZTI): Buying Opportunity or Value Trap?
19:19 ESAB: The Industrial Stock Benefiting From Global Rebuilding
20:47 Which of These Four Stocks Is the Best Buy?
20:54 How Much Should Retail Investors Hold in Tech and International Stocks?
21:57 How to Diversify Across Healthcare, Industrials and Other Sectors
23:04 Which Stocks and Sectors Should Investors Avoid?
23:51 Should Investors Keep Buying Stocks During Market Volatility?
24:43 How to Diversify an S&P 500 Portfolio
25:39 Rapid-Fire: This or That
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After a brutal selloff in tech and AI, should you buy the dip or sit in cash? Nomura’s Chief Investment Strategist Andy Goldberg breaks down why this drop is a classic market overreaction, why you should “stay invested,” the biggest mistake retail investors must avoid, and the exact sectors to rotate into right now.
Recorded: November 6, 2026
00:00 Introduction00:17 Buying the AI Stock Selloff: Opportunity or Warning Sign?02:00 Was the Stock Market Selloff an Overreaction?03:26 Is This a Repeat of the Liberation Day Selloff? Why Dip Buyers Are Returning04:41 Should Investors Buy the Dip in AI Stocks?05:36 How to Choose AI Stocks: Finding Winners and Avoiding Risk06:01 Data Center Restrictions: What They Mean for AI Stocks07:05 Semiconductor Stocks: Why Chip Shortages Could Create Opportunities08:25 AI Data Center Spending: Is the CapEx Boom Peaking Sooner?10:41 Stock Market Outlook: How to Position Your Portfolio After the Selloff13:19 Software vs. Semiconductor Stocks: Where Should Investors Look?14:41 Should Investors Avoid Software Stocks?16:20 Are the Magnificent Seven Stocks Still Buys?17:59 Best Tech Stocks to Buy Beyond the Magnificent Seven: Cybersecurity19:25 Why Investors Should Diversify Beyond the S&P 50021:18 Building a Durable Portfolio: How Much Should You Invest in Tech?22:11 Best Sectors to Buy for Portfolio Diversification23:40 International Stocks and Dividend Opportunities: Europe, Japan and Emerging Markets25:27 Best Sectors to Add to a Diversified Portfolio: Defense and Healthcare26:31 REITs and Utilities: Are Interest Rate Cuts Creating Opportunities?27:27 Municipal Bonds and Private Credit: Alternatives to Stocks28:03 Which Stocks and Sectors Should Investors Avoid?28:35 Biggest Mistakes Retail Investors Make After a Market Selloff29:26 Rapid-Fire: This or That
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Tech is now the market’s cheapest trade relative to growth. Main Street Research CIO James Demmert shares his exact playbook for semiconductors, deploying cash into this dip, and positioning for a year-end S&P 8,100 melt-up.
Recorded: November 4, 2026
00:00 Introduction
00:06 S&P 500 Forecast: Can Stocks Reach 8,100 by Year-End?
01:18 What Could Derail the Stock Market Rally?
01:37 Midterm Election Rally: Can Positive Sentiment Continue?
02:14 What Would Make James Demmert Abandon His S&P 8,100 Target?
02:41 Why Strong Big Tech Earnings Aren't Lifting Stock Prices
03:53 Magnificent Seven Stocks: Which Are the Best Buys Right Now?
04:41 Alphabet (GOOGL) vs. Amazon (AMZN) vs. Nvidia (NVDA): Which Stock Looks Most Attractive?
05:06 Where Does Apple (AAPL) Rank Among the Magnificent Seven?
05:36 Best AI Stocks to Buy: Where to Invest New Money
06:26 Best Semiconductor Stocks Beyond Nvidia (NVDA): AMD (AMD), TSMC (TSM) and ASML (ASML)
06:59 Biggest Risk to AI Stocks: Data Center and Electrification Concerns
07:34 Data Center Slowdown: Which AI Stocks Could Be Hurt?
08:15 Will Congress Support More AI Data Center Construction?
09:01 CoreWeave (CRWV) Stock: Opportunity or Trap?
09:30 SpaceX: Is It a Good Investment?
09:42 Best Stocks to Buy Beyond Big Tech: Healthcare, Energy and Financials
10:46 Healthcare Stocks: Is It Too Late to Buy at Record Highs?
11:10 Best Healthcare Stocks to Buy on a Pullback
11:34 Best Energy Stocks to Buy: Valero (VLO) and Chevron (CVX)
11:43 International Stocks to Buy: Hitachi (HTHIY) and Royal Bank of Canada (RY)
12:35 Fed Rate Hike: Can the S&P 500 Still Reach 8,100?
13:31 S&P 500 Forecast 2027: What Will Drive a Rally to 9,100?
14:13 Which Sectors Could Struggle in 2027?
14:48 Best Consumer Discretionary Stocks to Buy in 2027
15:35 Will the Stock Market Rally Broaden Beyond Big Tech?
16:12 How Retail Investors Should Build a Portfolio for 2027
17:09 How Much of a Portfolio Should Be Invested in Tech?
17:45 Oil Price Outlook: When Should Investors Sell Energy Stocks?
18:40 Best Advice for Investors: How to Navigate the AI Trade and 2027 Market
19:27 Are Healthcare Stocks Still a Good Buy Near All-Time Highs?
19:45 Nike (NKE) and Lululemon (LULU): Are Beaten-Down Retail Stocks Worth Buying?
20:34 Rapid-Fire: This or That
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The Dow is surging 1500 points post midterm elections, but Gus Scacco of Advisors Capital says investors shouldn’t fear buying stocks near their highs. He breaks down why the S&P 500 has another 5% to 7% upside into year-end and reveals the high-flying stocks that are still bargains now.
Recorded: November 4, 2026
00:00 Introduction
00:08 Election Results and the Stock Market: What Changes for Investors?
00:53 Best Sectors to Buy Under a Divided Government
01:49 AI Stocks and Data Centers: How the Election Could Impact Tech
02:38 Best AI-Adjacent Stocks: Opportunities Beyond Big Tech
03:14 eBay (EBAY) Stock: Why It's Still a Buy After a 35% Rally
04:23 eBay vs. Amazon (AMZN): Where eBay Has a Competitive Advantage
05:10 Thermo Fisher (TMO) Stock: Why It's a Healthcare Pick to Buy
06:03 Thermo Fisher vs. Eli Lilly (LLY): Which Healthcare Stock Is a Better Buy?
06:50 Deere (DE) Stock: Is It Still a Buy After a 40% Rally?
08:01 The Best AI Investments: Companies Using AI to Boost Profits
08:53 Software Stocks: Which Companies Are Most at Risk From AI?
09:52 Where to Find Undervalued Stocks: Union Pacific (UNP)
10:52 Best Tech Stocks to Buy: Microsoft (MSFT), Oracle (ORCL) and More
12:04 Micron, SanDisk and Oracle: Which Stocks Are Worth Buying After the Pullback?
12:47 Nasdaq Outlook: Is the Tech Stock Selloff Over?
13:20 Magnificent Seven Stocks: Should Investors Take Profits?
13:57 Which Stocks Should Investors Sell or Trim?
14:35 Stocks to Watch: Companies Benefiting From AI and Productivity Gains
15:25 How Retail Investors Can Navigate a Broader Stock Market Rally
16:01 S&P 500 Concentration Risk: How Much Big Tech Exposure Is Too Much?
16:20 Equal-Weight vs. Market-Cap-Weighted S&P 500: Which Is Better?
16:30 Best Stocks and Sectors to Buy Beyond Big Tech
17:34 Best Financial Stocks to Buy: Morgan Stanley (MS)
18:05 Consumer Discretionary Stocks: How to Find the Winners
19:17 Best Stocks to Buy Heading Into 2027
19:49 Which Stocks to Avoid: Companies With Too Much Debt
20:04 Rapid-Fire: This or That
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Charles Schwab’s Kevin Gordon explains why tech is undergoing a “needed reset” and why an equal-weighted approach makes sense. He breaks down the four sectors to watch today and where he sees the market’s biggest value heading into 2027.
Recorded: November 3, 2026
00:00 Introduction
00:06 AI Trade Outlook: Is the Tech Selloff a Buying Opportunity?
01:45 Big Tech Rotation: Healthy Reset or Shift Away From Technology?
02:59 Best Stocks to Buy During the Tech Selloff
04:10 How to Identify High-Quality Stocks: Interest Coverage and Cash Flow
05:11 S&P 500 Rally: Why the Bull Market Doesn't Feel Strong
06:48 Is the Stock Market in a Bear Market Beneath the Surface?
08:13 Where Will the S&P 500 Find Its Next Market Leaders?
09:01 Should Retail Investors Look Beyond the S&P 500?
10:07 Best Sectors to Buy: Energy, Financials, Industrials and Healthcare
11:55 How Much Tech Should Investors Own in a Diversified Portfolio?
13:03 Stock Market Outlook: Can the Rally Continue?
13:39 Is It Too Late to Invest in Energy and Other Leading Sectors?
15:20 How Investors Should Adapt to Bigger Market Swings
16:13 Biggest Risk to the Stock Market: AI Spending and Business Investment
17:42 Consumer Stocks: Why Kevin Gordon Is Cautious on Discretionary and Staples
19:05 Midterm Elections: What Investors Should Watch in the Market
20:32 S&P 500 Forecast: Can Stocks Finish the Year Higher?
21:12 Do Big Tech Fundamentals Justify Another Rally?
22:13 Rapid-Fire: This or That
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Dan Ives: AI Sell-Off is a “Gut-Check” – 5 Tech Stocks to Buy Now
Tech stocks are reeling from earnings volatility, but Dan Ives warns retail investors that now is not the time to panic. Ives explains where the market is heading next and reveals exactly which three AI stocks to buy on the dip right now—as well as which vulnerable tech stocks investors should stay away from.
00:00 Introduction
00:09 Tech Selloff: Is the Worst Over for AI Stocks?
01:00 Big Tech Earnings: What the Results Reveal About the AI Trade
01:52 Best Tech Stocks to Buy After the Selloff: GOOGL and ORCL
02:41 Software Stocks at Risk From AI Disruption
03:46 Salesforce and ServiceNow: The Software Stocks Positioned to Win
04:52 Adobe's AI Risks and Competitive Position
05:17 Chip Stocks vs. Software Stocks: Where the Biggest Upside Lies
05:56 Best Software Stocks to Buy: CRM, NOW, PLTR and SNOW
06:36 Oracle Stock Outlook: AI Ambitions, Debt and Business Risks
07:42 CoreWeave and Nebius: The Neocloud Stocks Built to Survive
08:33 IREN and the AI Data Center Spending Boom
09:28 Apple Stock Outlook: AI Monetization, iPhone 18 and Services
10:46 Apple's Siri Problem and the Next AI iPhone
11:20 Apple vs. Nvidia: Which Is the Better AI Investment?
12:02 Amazon Stock: Is the Post-Earnings Rally a Buying Opportunity?
12:48 The Best-Positioned Hyperscalers: Microsoft, Google and Amazon
13:10 Dan Ives' Top Three Tech Stocks to Buy
13:42 Apple vs. Alphabet: Where AI Creates More Stock Value
14:19 AI Stocks That May Be Overvalued After the Selloff
14:55 Dell and SpaceX: New Additions to the AI 30 Winners List
15:50 Tesla vs. SpaceX: The Better Stock Ahead of a Potential Merger
16:26 AI Spending Risks: When Will Companies Deliver Returns?
17:25 AI Demand Risks and the Companies Most Vulnerable to a Slowdown
18:03 The Key Signs of AI Monetization Investors Should Watch in 2027
19:02 Dan Ives' Biggest AI Investing Risks and Long-Term Stock Picks
22:39 Rapid-Fire: Dan Ives' Top AI Stock Picks
Recorded: November 2, 2026
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Is the tech selloff a warning sign or a massive buying opportunity? Pence Capital CIO Dryden Pence explains why you should be buying “chips on dips” and reveals the 6 AI and semiconductor stocks to scoop up right now—plus the stock to avoid.
Recorded October 30, 2026
00:00 Introduction
00:08 Why Dryden Pence Remains Bullish Despite Market Headwinds
02:37 Tech Selloff: A Rotation or a Buying Opportunity?
04:16 Earnings Growth vs. Stock Prices: The Disconnect in Tech
05:04 Finding Opportunities in the Tech Selloff
06:16 Amazon (AMZN) vs. Alphabet (GOOGL): Better Buying Opportunity
07:38 Best Semiconductor Stocks: NVDA, AMD and AVGO
08:29 Dryden Pence’s Outlook on Broadcom (AVGO) and Microsoft (MSFT)
08:56 Software Stocks and AI’s Impact on Productivity
09:48 AI Supply Chain Leaders: TSMC and ASML
10:40 Energy and Healthcare Stocks: XOM, CVX and LLY
13:02 Consumer Spending and Defensive Stock Opportunities
15:22 Consumer Staples and Discretionary Stock Picks
15:36 Luxury Stocks and the Shift Toward Value
16:17 Portfolio Strategy for the Final Months of 2026
17:44 Holiday Shopping Trends and Retail Stock Opportunities
18:11 S&P 500 Outlook: Earnings Growth and Year-End Gains
19:25 Fed Rate Hikes and the Risk of a Market Correction
20:35 Oil Prices, Inflation and the Federal Reserve
21:53 Potential Risks to the Bullish Market Outlook
22:20 Oil Prices and the Risk of Recession
22:20 Oil Prices and the Risk of Recession
23:37 Advice for Retail Investors During the Tech Selloff
24:39 Rapid-Fire: This or That
27:13 Big Tech Stocks for a Concentrated Portfolio
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