Today, in a solo episode, Kirk shares the Q2 2026 market updates and the market's recent sector rotation as technology stocks pause after leading gains for much of the year. Healthcare, utilities, and other sectors begin to take the lead. This shift is a healthy sign for the broader market, the benefits of equal-weight investing during periods of rotation, and where investors may find opportunities going forward. Kirk also examines the recent pullback in gold, silver, and cryptocurrencies, why weakness in these assets could create long-term buying opportunities, and the risks surrounding Bitcoin-related companies like Strategy. Finally, falling oil prices, inflation data, and interest rate expectations under the new Federal Reserve chair are discussed...
- Why the recent rotation out of technology and into sectors like healthcare is a healthy sign for the broader market.
- How sector rotation works and why investors should pay attention to shifting market leadership.
- Why technology's dominance has kept the broader indexes elevated despite weakness in many other sectors.
- Which sectors may offer better opportunities in the coming months, including healthcare, industrials, materials, and consumer staples.
- Why investors should remain cautious toward energy, utilities, and certain financial stocks given current interest rate and oil market conditions.
- The recent pullback in gold and silver and why weakness in precious metals could create long-term buying opportunities.
- Why precious metals remain an important portfolio hedge despite short-term price declines.
- Concerns surrounding Strategy and why leveraged Bitcoin treasury companies carry additional risks.
- Recent inflation data, Federal Reserve policy expectations, and why higher inflation may not necessarily lead to additional rate hikes.
- How easing oil prices and improving geopolitical conditions could influence inflation and economic growth in the months ahead.
- Concerns surrounding upcoming AI company IPOs and questioned whether large language model businesses have sustainable competitive advantages.
- Key market risks to watch, including earnings season, inflation, interest rates, geopolitical developments, and continued sector rotation.
"Cash is not trash... Cash is King" - Kirk Chisholm
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Co-Host: Kirk Chisholm
Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group, an independent Registered Investment Advisor located in Lexington, MA. He has been providing wealth management services to individuals, executives, entrepreneurs, and their families since 1999. He is an outside the box thinker, risk manager, inflation expert, blogger, podcaster, and all-around interesting guy. Kirk is dedicated to developing lasting relationships with all of his clients and their families. One of the benefits of working with Kirk is his patience, empathy, and his ability to provide clear and easy-to-understand explanations to complex financial topics.
Kirk developed a unique philosophy for the wealth management industry called Risk Management First. The medical field has a similar way of thinking of "first do no harm". This philosophy focuses on risk management for clients in all aspects of their lives in ways the industry does not address. Risk management does not stop with investments. It also requires working closely with other professionals to address areas of their financial lives not currently being met.
In 2008, Kirk co-founded Innovative Advisory Group to address the needs not being addressed by the wealth management industry. It started with specializing in alternative assets held in retirement accounts (i.e. self directed IRAs/401ks). Then the company expanded into the specialization of college funding (i.e. planning, strategy, and paying the least possible for a high quality education), Risk Management First, exit planning for business owners, advanced planning (estate, tax, etc), and providing practice management and leadership training to other financial advisors, accountants and attorneys.
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