Top Investment Chief: 2 sectors to BUY to beat AI DOOMSDAY

<p>Sonali Basak is the chief investment strategist for iCapital. She joins Phil Rosen on stage at Future Proof for a live episode of Full Signal to discuss the Federal Reserve's first rate hike in 3 years, funding the AI infrastructure buildout, hyperscalers tapping debt markets, and her favorite opportunities in the market right now.</p><p><br /></p><p>Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe</p><p>Follow Phil on X: https://x.com/philrosenn</p><p>Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/</p><p><br /></p><p>TIMESTAMPS:</p><p><br /></p><p>0:00 - First Fed hike in 3 years</p><p>3:11 - AI capex fueling growth</p><p>5:56 - Financing the AI buildout</p><p>9:22 - Treasury vs. Fed in bond market</p><p>11:05 - Rising 10-year yield risks</p><p>14:57 - Financials &amp; Industrials</p><p>17:42 - AI bear case and sell-off</p><p>22:14 - What will we be wrong about?</p><p>25:34 - Public-to-private VC research</p><p>28:29 - iCapital research</p><p><br /></p><p>#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed</p>