MoneyMasters Podcast 🎙️ 2/19/26: With Money Leaving Tech, How Should You Diversify?

Mike Larson | Editor-in-Chief

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.

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.

Don’t forget: Victoria and Paul will be speaking at the 2026 MoneyShow Masters Symposium Hollywood Florida, scheduled for April 9-11. Click HERE to register.

Rothfeld: Why the LEVERAGE Behind the AI Boom Could be its Undoing

AI revenue is exploding. The leverage behind it is the part nobody wants to talk about. In this excerpt from my recent MoneyShow MoneyMasters Podcast, Merlin Rothfeld lays out what’s sitting under the AI buildout. The senior director at the Trading Academy also explains how the growth numbers are huge, but related obligations are bigger…and if the leverage proves to be too much to handle, the fallout could be significant.

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