Buy these ETFs for the AI bull market! | Todd Sohn

Todd Sohn is the chief ETF strategist at Strategas. He joins Phil Rosen on Full Signal to discuss the boom in semiconductor stocks, falling defensive sectors, the ETFs he likes best right now, how to hedge the froth of the AI trade, and the most important charts in markets today.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Intro0:20 - Record ETF Inflows2:36 - Crashing defensive sectors5:01 - Energy vs. Tech beta9:14 - Industrials & infrastructure12:36 - Semiconductor ETFs16:17 - Levered Single-Stock ETFs20:50 - DRAM to $5 Billion23:33 - SpaceX and Space ETFs27:53 - Hedge beta, buy Japan31:43 - Turning cautiousDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed