Sonali Basak, Chief Investment Strategist, iCapital lays out the sectors investors should rotate into as AI momentum cools, where pullbacks create opportunities, and why massive IPOs like SpaceX and OpenAI could force a rebalancing ahead of a bumpier second half.
00:00:00 Introduction
00:00:09 Market breath and momentum concerns
00:01:47 Trajectory of the next pullback
00:03:30 Base case for year-end returns
00:05:20 May jobs report and Fed rate path
00:07:31 Chip sector consolidation vs. trend change
00:09:26 Opportunities in financials and industrials
00:11:13 Upcoming AI megacap IPO valuations
00:13:31 Long-term advice for retail IPO investing
00:14:59 Rapid Fire: This or That
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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