Rebecca Walser of Walser Wealth Management says we’re at the cheapest price entry point of the largest innovation cycle in history. She breaks down where retail investors should put money now, from ASML and Micron to energy and gold, and why “you will be a laggard if you don’t participate.”
00:00:00 Introduction
00:00:08 Market Temperature Check
00:01:13 Bullish vs. Bearish Outlook
00:03:25 Stocks vs. 5% Treasuries
00:04:37 Putting Cash to Work
00:05:08 Top AI & Storage Picks
00:06:38 AI Safety & Market Risk
00:09:14 Non-Tech Sector Allocations
00:10:07 McDonald’s (MCD) & Staples
00:10:46 Gold Allocation Thesis
00:11:58 Catalysts to Ease Caution
00:13:04 Dry Powder & Cash Strategy
00:13:46 Expected Pullback Targets
00:14:39 Retail Portfolio Strategy
00:16:09 Quick-Fire Selections
00:16:34 Rapid-Fire: This or That
Recorded: September 24, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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