Gibbens Capital Management CIO Mark Gibbens breaks down where he sees opportunity in a volatile market, from AI and tech to banks and small caps—and why this pullback may be creating long‑term winners.
00:00 Introduction
00:08 Tariffs & Market Outlook
01:05 Buying the Dip Strategy
01:27 Tech Rotation Shift
02:38 Current Buying Opportunities
03:54 Nvidia Earnings Impact
04:35 AI Race Leaders
05:23 JPMorgan & Financials
06:35 Shopify Opportunity
07:34 Gold vs. Bitcoin
09:02 Managing Tariff Volatility
10:11 Sectors to Avoid
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