Ross Gerber, CEO, Gerber Kawasaki explains what’s actually driving the next leg of market upside and how investors should think about positioning.
00:00:00 Introduction
00:00:08 Market outlook
00:01:01 Geopolitical risk and market complacency
00:01:56 Portfolio positioning strategy
00:02:39 Year-end market return expectations
00:03:52 Interest rates vs. oil prices
00:05:04 Valuation metrics for retail investors
00:06:20 Market concentration and narrow leadership
00:07:20 Buyer of Micron?
00:08:24 Alphabet valuation and upside
00:09:20 Eli Lilly and GLP-3 super drugs
00:11:30 First Cash Financial and consumer distress
00:13:12 Holding SpaceX stock through the IPO
00:14:28 Potential SpaceX and Tesla merger
00:15:23 Rapid Fire: Portfolio Playbook
00:17:30 Rapid Fire: This or That
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Recorded: May 26, 2026
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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