Steve Weiss
Market strategist and Investment Committee member offering trading viewpoints, risk management commentary, and sector-specific investment moves such as defense and large-cap tech positions.
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Feb 13, 2026 • 44min
Buy the AI Sell-Off? 2/13/26
Jim Labenthal, a tactical/long-term investor who calls out buys like Disney and Wynn. Steve Weiss, a market strategist focused on trading, risk and sector moves such as defense and big-tech. Amy Raskin, a portfolio manager concentrating on tech, semiconductors, energy and commodities. They spar over whether the AI-driven sell-off is a buying opportunity, share specific portfolio moves, and debate sector winners and timing.
