Episode Details

Is the tech pullback a warning sign — or a buying opportunity?

On this episode of The Money Path, host Todd M. Schoenberger sits down with Aquiles Larrea, Founder & CEO of Larrea Wealth Management, to break down the recent NASDAQ sell-off, sector rotation signals, and how smart investors should position portfolios now.

With AI stocks pulling back, mega-cap tech under pressure, and cyclicals starting to stir, Aquiles explains why volatility may actually favor disciplined buyers. He shares strategic insights on accumulating high-quality names like Microsoft, while also identifying opportunities in industrials such as Caterpillar and Boeing, financial technology plays like SoFi, and even hospitality leaders like Hilton.

The conversation also tackles portfolio construction in a shifting macro environment — including why metals exposure should stay limited, where sector leadership could rotate next, and how to think about risk as market leadership broadens.

Todd and Aquiles also address the Federal Reserve backdrop, discussing whether leadership changes at the Fed truly alter policy direction — and why investors should stay focused on fundamentals, not headlines.

If you’re wondering whether this market is flashing danger… or discount, this episode delivers actionable perspective on rotation, quality, and long-term positioning.

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