Dryden Pence, CIO of Pence Capital Management explains why he sees a pullback ahead—revealing the stocks he’d add on a dip.
00:00 Intro
00:08 Oil & Geopolitical Risk
02:36 5% Bond Yield Threat
03:53 Market Earnings Outlook
05:37 Top AI & Tech Stocks
09:29 Apple & Mega-Cap Tech
10:01 Best Defense Stocks
11:37 Retail & Consumer Picks
18:02 Stocks to Avoid
22:08 Rapid Fire: This or That
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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