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Barbell Strategy for Volatile Markets: Tech, AI, and Consumer Staples Highlighted

Barbell Strategy for Volatile Markets: Tech, AI, and Consumer Staples Highlighted

Schwab Network · Schwab Network

August 25, 20256m 55s

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Show Notes

Mindy McIntosh strikes a cautiously optimistic tone for the rest of the year, despite expecting more market volatility. She believes the Federal Reserve may cut interest rates again, which could lead to new highs, but notes that the wildcard of tariffs could impact the market. McIntosh also likes tech stocks, particularly Nvidia (NVDA) and Tesla (TSLA), as part of a barbell approach to investing, and sees opportunities in AI, healthcare, and consumer staples.


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