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Death of the 60/40 Portfolio? | Ep #248
Is the market falling apart—or is money simply rotating?
In this episode of Payne Points of Wealth, Bob, Ryan, Chris, and Courtney explain why semiconductor stocks and the Magnificent Seven are struggling while energy, commodities, value stocks, REITs, international stocks, and emerging markets continue to perform.
The team discusses why diversification is winning in 2026, whether Wall Street’s AI earnings expectations have become too optimistic, and why the biggest long-term AI winners may be companies outside the technology sector.
They also examine:
• Whether the Federal Reserve could…
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