Gabelli Funds Portfolio Manager Justin Bergner says hotter inflation and a long‑term Treasury yield spike justify a much larger pullback — and lays out how retail investors should position, what stocks to watch, and what kind of pullback would trigger buying again.
Recorded: September 11, 2026
00:00 Intro
00:14 CPI Report & Fed Rate Hike Outlook
01:18 The Biggest Risk Facing Markets Right Now
03:19 Can the S&P 500 Keep Rallying?
05:32 S&P 500 Outlook & Defensive Strategy
08:20 Top Healthcare Pick: Merck (MRK)
09:21 Top Value Pick: Ferguson Enterprises (FERG)
11:39 Consumer Staples Pick: J.M. Smucker (SJM)
13:41 Finding Value in Tech & Cyclicals
15:35 Market Pullback Strategy for Investors
18:52 Rapid Fire: This or That
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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