Kevin Mahn, President and Chief Investment Officer at Hennion and Walsh Asset Management reveals why the Mag 7 is fading and where the next wave of AI‑driven growth is actually happening.
00:00:00 Introduction
00:00:08 Next market leg vs. macro bounce
00:01:12 Market behavior and summer inflation
00:01:40 Oil prices and cost relief
00:01:55 Switzerland treaty and geopolitical risk
00:02:32 Fed transparency under Kevin Warsh
00:03:27 Early growth vs. bubble narratives
00:04:37 The AI Revolution Seven picks
00:07:00 Avoiding overvalued tech software
00:07:32 Broadening market concentrations
00:08:12 S&P performance without mega-caps
00:08:47 Recovery windows for tech laggards
00:09:02 Tesla and SpaceX balance sheets
00:09:16 Rocket technology and IPO valuations
00:10:36 Non-tech picks in defense and utilities
00:11:37 Consumer discretionary slowdown risks
00:12:38 Structural stability and earnings growth
00:13:19 Staying invested vs. market timing
00:13:33 Strategy for sideline cash reserves
00:13:49 Rapid Fire: This or That
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Recorded: June 16, 2026
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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