MoneyMasters Podcast: With Money Leaving Tech, How Should You Diversify?

Rotation is the word of the year, and it’s reshaping everything from tech stocks to energy, materials, and even global markets.

In this episode of the MoneyShow MoneyMasters Podcast, we sit down with Victoria Fernandez, chief market strategist at Crossmark Global Investments, and Paul Hickey, co-founder of Bespoke Investment Group, to break down what this market rotation really means for investors.

(To get a FREE copy of our MoneyShow 2026 Top Picks Report, click here.)

We talk through why leadership is shifting away from mega-cap tech, how a “bullish but brittle” market changes portfolio strategy, and where investors need to be more selective right now. The conversation also touches on interest rates, the Federal Reserve, fixed income strategies, global markets, and what recent volatility in commodities and crypto is signaling about liquidity and risk.

If you’re trying to navigate a market that’s broadening out, getting choppier, and requiring far more tactical trading than it used to, this episode will help you understand where the opportunities (and the risks) are hiding.

Relevant tickers for this podcast include: (GBTC) (GLD) (IBIT) (LQD) (SLV) (TLT) (XLB) (XLE) (XLK) (XLP) and (QQQ).