Kevin Mahn breaks down why he sees multiple pullbacks ahead, where he’s putting new money to work, and the stocks and bonds he says retail investors should buy now — plus we answer our top audience questions.
00:00 Intro
00:01:43 Fed Policy & Bond Market Opportunities
00:04:44 Market Timing vs. Following Big Money
00:06:25 Audience Q: Momentum Trading vs. Long-Term Investing
00:07:20 Small-Cap Biotech Stock Picks
00:09:03 Tech Stocks & Cybersecurity Outlook
00:11:56 Audience Q: Palantir & Tesla Strategy
00:13:15 Chip Stocks & Meta Analysis
00:14:08 Audience Q: Is Sitting on Cash & Buying the Dip a Mistake?
00:15:30 Expected Market Pullback & Crypto Ecosystem
00:17:52 Audience Q: Why Utilities Work in High-Yield Environments
00:19:23 Rapid Fire: This or That Stock Picks
Recorded: September 22, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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