How do you position yourself in a market defined by relentless volatility and geopolitical instability?Â
Today on the MoneyShow MoneyMasters Podcast, Victoria Fernandez and Paul Hickey join me from the 2026 MoneyShow Masters Symposium Hollywood Florida. They explore how to navigate a "crazy year" marked by historic streaks in the energy sector and significant swings in the S&P 500 Index ($SPX).
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The chief market strategist at Crossmark Global Investments and co-founder of Bespoke Investment Group emphasize that focusing on the bigger picture protects investors from getting caught up in day-to-day headlines. They also discuss the major rotation away from mega-cap tech giants toward overlooked value sectors like banks. Plus, they say maintaining a defensive posture by trimming "high-flyer" names during rallies is a key strategy for this environment.
The conversation then pivots to why the Federal Reserve will likely remain on hold despite conflicting economic pressures. The guests also identify semiconductors as a leading indicator of economic health to watch closely. Whether the market stabilizes or stays volatile through the midterm elections, this discussion provides tools for staying disciplined.
Relevant tickers for this podcast include: (IWN) (QQQ) (SHV) (SHY) (SMH) (SOXX) (USO) (XLF) and (SPY) .
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