Art Hogan, Chief Market Strategist at B. Riley Wealth breaks down exactly how investors can position for the next wave of volatility — including the barbell strategy, the 3 sectors outperforming, and the tech names he’d still buy on a dip.
00:00:00 Introduction
00:00:14 Surviving drawdowns without holding cash
00:02:00 Balancing the tech and growth barbell
00:03:53 Individual stocks vs. sector ETFs
00:05:04 Underperformance risks in value sectors
00:06:17 Timing the financial sector before earnings
00:07:37 M&A catalysts driving regional banks
00:08:37 Tech sector names to buy on the dip
00:10:44 Overvalued tech spaces to trim or avoid
00:12:19 Single best portfolio change for H2
00:14:14 Geopolitical threats to 7,800 S&P target
00:15:58 Economic risks if oil stays high by Labor Day
00:17:02 Real defensive assets if GDP slows
00:17:46 Rapid Fire: This or That
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Recorded: July 13, 2026
#Investing #Stocks #WallStreet
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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