Ken Mahoney explains why he’s sitting out until the Fed raises rates — and why the real buy window opens only after the market digests the reaction over the next couple of days. He breaks down the signals he’s watching, the volatility ahead, and the pullback levels he uses before jumping in.
00:00:00 Introduction
00:00:10 Rate Hike Impact
00:01:15 Buying Pullbacks
00:02:09 Tactical Entry Strategy
00:03:18 Market Resiliency
00:04:17 Cash Allocation
00:05:16 Deploying Cash Signals
00:06:29 Cash vs. Fully Invested
00:07:43 Apple Thesis
00:09:07 Microsoft Entry Points
00:10:08 Nvidia Growth & Valuation
00:10:55 Top Tech Pick
00:11:15 Tech Dominance & Moats
00:12:15 Healthcare Opportunities
00:13:22 Pharma Entry Timing
00:13:30 Rapid-Fire: This or That
Recorded: September 11, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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