Ben Emons, Founder and CIO of Fed Watch Advisors, says the odds of a September hike are far higher than markets are pricing in — and breaks down what this could mean for your portfolio and where to invest now.
00:00:00 Introduction
00:00:11 Rate Hike Probability
00:01:06 Impact of Rate Hikes on Stocks
00:02:07 Top Sectors to Own & Avoid
00:03:02 Consumer Impact of Higher Rates
00:04:31 Market Reaction Before the Hike
00:05:28 S&P 500 Price Target
00:06:21 Deploying Cash From the Sidelines
00:07:11 Growth Sectors to Buy Now
00:08:32 Stock Picks for High Rates
00:08:52 Post-Earnings Outlook
00:09:30 Buying All Four Stock Picks
00:09:34 Best Entry Points
00:09:42 Fed Pause & Sticky Inflation Risk
00:10:24 Fixed Income Opportunities
00:11:54 Stock vs. Bond Allocation
00:13:17 Recommended Cash Allocation
00:14:01 Timing Cash Investments
00:14:28 Midterm Election Market Risks
00:16:04 Rapid-Fire: This or That
Recorded: August 28th, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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