Jim Lebenthal
speaker
650 appearances
1 recordings
1 series
first heard Jul 2026
last heard 28 Jul
Jim Lebenthal’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Six months ago, we were talking about hyperscalers.
You know, it's always rotating.
But for most of the last 15 years, tech has been the place to make money.
don't go to sleep on sectors like healthcare or energy or financials or industrials, because they have a way of sneaking up and giving you excellent returns when technology falters, as it sometimes does.
Right now, we're seeing an incredible bid in the market to healthcare stocks.
And for most of the last 18 months, healthcare has been
It's been dead money.
It's done absolutely nothing.
You know not when the time comes that that sector really catches fire.
Obviously, we saw it earlier this year with energy, which if we go back a year ago, it was an untouchable sector.
It was doing nothing.
So make sure in your equity portfolio, which is a portion of your overall asset allocation, that you're properly diversified into other sectors as well.
Man, there's a lot to unpack, a lot of good stuff to unpack in what you just laid out.
Let's just start with Tesla.
It is exciting.
And I think anybody who's going to be an investor should be excited in what they're invested in.
Tesla is incredibly exciting, least of all for the electric vehicles, mostly for the Optimus robots, for the artificial intelligence, for the data collection from the electric vehicles, full self-driving, all of these things.
I mean, there's a lot to be excited about there.
And that's how I want investors to think.
I go back 30, 35 years to Peter Lynch, a very famous investor, ran the Fidelity Magellan Fund, looks a little bit like Andy Warhol, or he did 35 years ago with, you know, the shock of gray hair.
Showing 121–140 of 650 · page 7 of 33
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