Kristina Hooper explains why she believes a 10–20% pullback is still coming — driven by rising yields, vulnerable tech valuations, and geopolitical headwinds — and shares the specific areas she thinks retail investors should target when markets reset.
00:00:00 Introduction
00:00:06 0-20% Market Pullback Outlook
00:00:30 Key Headwinds & Yield Risks
00:01:30 Tech Stock Vulnerability
00:01:50 Market Correction Catalysts
00:02:35 Shiller PE & Buffett Indicator
00:03:44 Positioning for a Pullback
00:04:29 Europe & Alternatives Opportunities
00:05:23 Accessing European Equities
00:05:38 Big Tech Debt & CapEx Risks
00:06:51 S&P 500 Concentration Risks
00:07:26 Alternative Investment Strategies
00:08:07 AI CapEx Buildout Sustainability
00:10:12 Tech Stock Picks on Pullback
00:11:31 Healthcare & Value Sectors
00:12:16 Strategy Near All-Time Highs
00:14:50 Bullish Market Catalysts
00:15:35 Crude Oil Price Levels
00:15:59 Rapid-Fire
Recorded: September 2, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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