In this episode, Julia La Roche interviews Todd Gordon, a CNBC contributor known for blending technical and fundamental analysis. They discuss the challenges for traditional investment models in the new age of investing driven by semiconductors and AI. They also talk about investment potential in materials and industrials, rotation in the market, understanding Elliott wave, and the importance of active management in retirement.

Todd Gordon from Inside Edge Capital, a specialist in market trends and trading, shares his insights on the recent turbulence in financial markets. They discuss the shocking crashes in Bitcoin and tech stocks, alongside Warren Buffett's notable stock sales. Gordon explores the impact of geopolitical tensions on the market and offers strategies for cautious investment amidst volatility. He highlights the appeal of safe havens like bonds and utilities, and emphasizes the importance of informed decision-making during unpredictable trading conditions.