Andrew Graham of Jackson Square Capital breaks down where smart money is rotating in 2026 and the under‑the‑radar winners outperforming a “difficult” market.
00:00 Introduction
00:14 Inflation & Market Outlook
01:05 Mega-Cap Tech Rotation
02:08 Temporary or Structural Shift
03:04 Buying the Tech Dip
04:40 Coherent & Amphenol Entry Point
05:50 Ivanhoe Electric
06:55 Helmet Aerospace
07:39 Portfolio Adjustment
08:59 Rapid Fire: This or That
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