In short: The second of his "three" suggested low-volatility ETFs for diversifying away from AI exposure without abandoning equities.
This fund holds the S&P 500 companies whose share prices have been the least jumpy. Eisman names it with LVHD and KBWP as a way to stay invested in stocks while leaning less on AI, since steadier companies tend to be in businesses the AI trade does not drive.
20:49Here are three. one, the LVHD, which is the Franklin US low volatility high dividend index ETF, SPLV, Invesco S&P 500 low volatility ETF, and finally the KBWP, the Invesco KBW Property and Casualty Insurance ETF. One more suggestion, let's say you have a portfolio that has a lot of tech with a large amount of unrealized gains because the stocks have gone up so much.
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