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The S&P is already near Ahmed Riesgo’s 7800 target, and he says rising rates are the biggest risk to this market right now. He breaks down exactly where he’d take profits — and why he’s rotating money into bonds, healthcare, and equal‑weight exposure to stay ahead of the next move.
00:00:00 – Introduction
00:01:17 – Which Consumer Is Still Spending?
00:02:25 – Consumer Staples or Discretionary?
00:02:55 – Biggest Risks to the Market Right Now
00:03:44 – How High Can Bond Yields Go?
00:04:16 – Can Earnings Keep Stocks Climbing?
00:05:28 – Stocks or Bonds: Where Should You Invest?
00:08:24 – Why He’s Buying International Stocks
00:10:38 – Best Way to Invest Overseas
00:11:21 – Top Sectors to Buy Right Now
00:12:14 – Are the Magnificent Seven Now Defensive?
00:13:35 – Is the S&P 500 Too Concentrated?
00:14:27 – Should You Pick Stocks or Buy ETFs?
00:15:52 – What to Watch in Nvidia Earnings
00:17:19 – How to Invest $10,000 Today
00:19:57 – S&P 500 Year-End Price Target
00:21:04 – Should You Buy This Dip?
00:22:07 – Two-Year Horizon
00:24:10 – Rapid Fire: This or That
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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