Top Investment Strategist: 3 sectors BEAT the S&P 500 as the AI trade unwinds!

Todd Sohn is the chief ETF strategist at Strategas Asset Management. He joins Phil Rosen to discuss the semiconductor bear market, his three favorite sectors in the market right now, the rise of leveraged products, and comparisons to dot-com bubble.Today's episode is sponsored by Direxion: https://shorturl.at/EBirr Subscribe 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 - Semi sell off1:21 - Nobody throwing in the towel3:01 - Is this time different?4:14 - Leveraged ETFs10:20 - Beta vs. volatility12:10 - Equal weight beating cap weight13:30 - Low volatility ETFs16:49 - Why diversification matters again18:22 - Where we are in AI cycle20:14 - Trump as a wildcard22:06 - What stops dip buying?24:11 - Healthcare26:19 - Energy29:02 - Financials33:19 - Small caps35:57 - Follow Todd#podcast #investing #markets #macro #stocks #bitcoin #tech #fed