Market videos

Ted Weisberg favours strong balance sheets, dividends and diversification over an all-technology portfolio. In this Schwab Network interview, he says he holds both airlines and energy, including refiners, as a hedge, but would prefer airlines given the oil decline discussed. He still likes Meta while questioning the balance-sheet cost of AI investment. His broader value approach includes Pfizer and exchange operator ICE; he stresses uncertainty over Middle East developments and keeps some cash available.