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Michael Landsberg says most portfolios hide AI exposure — and lays out the stocks, sectors, and global markets investors should add to diversify properly.
00:00:00 – Introduction
00:00:12 – Market Highs: Buy or Wait?
00:00:57 – What Could Derail the Rally?
00:01:43 – Market Return Expectations
00:02:39 – CPI Data & Fed Rate Hikes
00:03:50 – Portfolio Strategy & Sectors
00:05:19 – Portfolio Diversification
00:07:00 – International Plays
00:09:53 – Mag 7 Earnings Growth Winner
00:10:48 – Top Chip Stocks Beyond Nvidia
00:12:03 – Where to Buy Near Highs
00:13:54 – Balancing Tech Allocation
00:15:59 – Cybersecurity Outlook & Okta
00:17:23 – Industrial AI Play: Fabrinet
00:19:16 – Consumer Health: Vita Coco
00:21:03 – Defining a Buying Dip
00:22:53 – S&P Target
00:24:26 – Rapid Fire: This or That
Recorded: August 10, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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