MoneyMasters Podcast 🎙️ 2/27/26: Finding Your "Perfect" Portfolio in the Age of AI

Mike Larson | Editor-in-Chief

In this episode of the MoneyShow MoneyMasters Podcast – recorded LIVE at this week’s MoneyShow Las Vegas – we sat down with Oliver Renick (Chicago: Future of Finance) and Cullen Roche (Discipline Funds) to talk about how investing is changing and how your portfolio should change with it.

We cover Cullen’s new book Your Perfect Portfolio, why there’s no single “perfect” strategy, and how to think about diversification in a market full of rotation, volatility, and big valuation gaps between the US and global stocks.

Meanwhile, Oliver breaks down the rise of the “pro-tail” investor, how options and convexity are reshaping portfolio construction, and why AI is changing correlations across stocks, gold, and Bitcoin. We also get into crypto’s role in portfolios, hedging with options and buffer funds, and why semiconductors may be the real signal to watch in 2026.

If you’re trying to build a smarter, more resilient portfolio for what’s coming next, this episode is for you.

Heads up: If you missed our Las Vegas event, your next chance to learn from experts like Oliver and Cullen LIVE is the 2026 MoneyShow Masters Symposium Hollywood Florida. It’s scheduled for April 9-11. Click HERE to register.

Nadig: How to Tell Which ETFs Belong in YOUR Portfolio

With more than 5,000 ETFs on the market, figuring out which ones are right for you has become increasingly challenging. On this episode of the MoneyShow MoneyMasters Podcast, we caught up with Dave Nadig to break down what’s really happening inside the ETF boom.

He explains how and why ETFs have become the default way investors get market exposure, which new innovations are fueling growth, and the benefits and drawbacks of various funds. Among those covered: Buffered ETFs, option-income funds, and leveraged products. 

Dive Into the Most Powerful Market Trends — in Hollywood!

The coming year will test investors with volatility, political change, and powerful new market forces — but it will also reward those who are properly positioned. From April 9–11, 2026, at the Diplomat Beach Resort, the MoneyShow Masters Symposium Hollywood Florida will bring together a distinguished lineup of financial educators.

They’ll reveal where they see the most compelling opportunities across today’s markets…and show you how to navigate risks in an increasingly complex world. This is your chance to gain timely, high-level insight, refine your strategy, and prepare your portfolio for what’s coming next.

• The Dispersion Trade: What to Do as Markets Broaden Out
  👉️ TICKER: SPX
  Many investors are scratching their heads over this year’s dispersion trade, but market bifurcation cuts both ways. In 2026, ten of the 11 S&P 500 Index (^SPX) sectors are expected to post positive earnings growth, with energy being the wildcard. That kind of broadening — with price action improving across sectors — is constructive, suggests Bret Kenwell, US investment analyst at eToro US.

• S&P 500: The State of the Stock Market
  👉️ TICKER: SPX
  In the spirit of this week’s State of the Union address, I thought it would be timely to share with you my view of the financial markets now. For our part, we believe the State of our Market is characterized by a “Great Rotation,” writes John Gardner, founder and principal of Blackhawk Wealth Advisors’ Market Insights.

🤑🫅 3 Highest Rated Dividend Kings for Generations of Income. (Barchart)