Todd Sohn is chief ETF strategist at Strategas. He joins Phil Rosen to discuss the next leg of the bull market, undervalued sectors for stock investors, why energy and healthcare could outperform in 2026 and the metals rally.
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Timestamps:
0:00 - Intro
0:24 - Hidden Concentration in Popular ETFs
4:40 - ‘Metal Mania’: Silver/Gold ETF Frenzy
9:32 - Energy Is Needed, But Why Stocks Are Lagging
12:12 - Healthcare - What's Working (Pharma/Biotech) vs. What’s Not (Managed Care)
17:15 - Bitcoin & Crypto ETF Outflows
21:45 - Leverage ETFs: The Bull/Bear Ratio and Profit-Taking Flows
25:15 - Prediction Markets & Levered Singles
27:51 - Making Sense of Recent Sector Selloffs
29:38 - Where AI Hits Next (Healthcare, Insurance)
30:55 - Strategas' ETF Lineup Explained
34:00 - Thanks Todd For Joining
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