In this Schwab Network interview, Tom Hulick, CEO of Strategy Asset Managers, discusses why he believes the S&P 500 feels “a little bit frothy” and explains his view that we are in a true stock picker’s market.
He highlights Broadcom (AVGO) for its continued strength in chips, Ciena (CIEN) for its leadership in fiber optics, and Intuitive Surgical (ISRG) for its innovation in healthcare.
Tom also addresses broader economic trends, including why lowering interest rates is essential for improving housing affordability and supporting sustained economic growth.