AI Stocks, Market Trends & Crypto | Investing Insights w/ $13 Billion CIO Mark DiOrio
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Show Notes
In this expert-packed episode of The Future of Finance, Marissa Wood welcomes Mark DiOrio, Chief Investment Officer at Brookstone Capital Management, to unpack everything from 2025’s wild stock market to AI dominance, dividend stock strategies, buffered ETFs, and crypto access without the chaos.
Whether you're an investor trying to make sense of this year's tech surge—or an advisor wanting to diversify your portfolio beyond the Magnificent Ten—this episode brings the clarity you’ve been craving.
🧠 Learn what actually worked in 2025
📈 Discover what to expect in 2026
🔍 Get portfolio strategies from one of the nation’s top CIOs
⏱️ Timestamps
00:00 – Intro: Meet Mark DiOrio, CIO at Brookstone
01:45 – Brookstone Capital Management: Who they are & what they do
02:36 – What a Chief Investment Officer actually does
05:05 – How Brookstone helps advisors offer high-level strategies
06:14 – Market recap: What happened in 2025
10:03 – AI, tech stocks, and market leadership
12:18 – Will AI dominate in 2026—or will the rest of the market catch up?
13:57 – Why diversification still matters—even in an AI-driven world
15:23 – Clients want more tech, but advisors need to manage expectations
17:27 – Avoiding headline investing: How to stay strategic, not emotional
18:22 – Core + Satellite portfolios: The Brookstone approach
20:04 – Matching risk profiles to core strategies
22:43 – Satellite strategy 1: Dividend Growth Value Baskets
25:38 – Why baskets work better than DIY stock picking
28:58 – Satellite strategy 2: Buffered ETFs explained
32:15 – Liquidity + protection: Why some clients prefer buffers
34:03 – Satellite strategy 3: Crypto via ETF Exposure
38:29 – Crypto like gold: Exposure without the complexity
39:44 – How other advisors can partner with Brookstone
40:31 – Final thoughts: Insights heading into 2026