Sonali Basak, Chief Investment Strategist at iCapital explains where she’d put new money to work, why she’s waiting for better entry points, and the sectors she believes still have room to run.
00:00:00 – Is This Bull Market Still Healthy?
00:01:13 – Can Stocks Keep Climbing in Q4?
00:01:56 – How Far Could Stocks Fall — and When Should You Buy?
00:02:58 – What Higher Treasury Yields Mean for Your Stocks
00:04:07 – Should You Keep Cash on the Sidelines?
00:05:16 – Are Financial Stocks a Buy Right Now?
00:06:10 – Where to Put Your Money Right Now
00:06:58 – Can the Tech Rally Keep Going?
00:07:56 – Semiconductors or Software: Where’s the Better Opportunity?
00:08:46 – What to Expect From AI and Big Tech Earnings
00:10:25 – Should Investors Avoid Energy Stocks?
00:10:28 – The Riskiest Parts of the Market Right Now
00:11:06 – Index Funds or Individual Tech Stocks?
00:11:59 – Is Too Much of the Market Riding on Tech?
00:13:15 – What Could Send Stocks Lower by Year-End?
00:14:05 – What Could Push the S&P 500 Even Higher?
00:14:28 – Rapid-Fire: This or That
Recorded: October 5, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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