September is historically the market’s weakest month. Joe Tigay breaks down the signals he’s tracking – low VIX, inflation shocks, overspending in AI – and the stocks he’s watching on pullbacks including names like Alphabet and Amazon.
00:00:00 Introduction
00:00:11 September Stock Market Outlook
00:01:02 How to Spot September Dip Buy Opportunities
00:02:38 Deploying Cash in September
00:03:30 VIX at 15 & Market Complacency
00:04:35 Key Market Risks Ahead
00:05:09 Oil Prices & Inflation Shock Risk
00:06:45 Jobs Report Market Impact
00:08:15 Top AI Infrastructure Stock Picks
00:10:17 Palantir & Software Stock Outlook
00:11:30 Market Areas to Avoid
00:12:25 Top Non-Tech Stock Buy
00:13:42 Adding Downside Protection
00:14:55 Year-End S&P 500 Outlook
00:15:40 Fed Rate Hike Impact on Stocks
00:16:22 Rapid-Fire: This or That
Recorded: August 31, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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