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From AI beneficiaries to small caps and energy‑powered data‑center growth, Phil Blancato of Osaic breaks down why this pullback is a rare buying window — and which parts of the market look primed for the next wave.
00:00:00 Introduction
00:00:09 Long-Term Market Drivers
00:01:16 Cash Deployment & Stock Selection
00:03:00 Tech & AI Ecosystem Strategy
00:04:20 Non-Tech AI Picks: Mastec & WDC
00:07:05 Is the AI Trade Cracking?
00:08:22 Mag 7 Outlook & Top Picks
00:10:04 Small Caps & International Opportunities
00:12:18 Index ETFs vs. Stock Picking
00:13:42 Market Volatility & Correction Triggers
00:15:51 6 to 12 Month S&P Outlook
00:17:24 Rapid Fire: This or That
Recorded: July 29, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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