Charles’ Take: From Tech Infrastructure to Healthcare

About this episode

Charles Payne discusses market corrections and investment opportunities with James Demmert.

Charles Payne is joined by James Demmert, Main Street Research Chief Investment Officer, to discuss why the current market pullback is a normal correction within an eight-year AI-driven business cycle and to identify market opportunities in dominant "monopoly" tech players like ASML and Taiwan Semi, as well as undervalued sectors like healthcare and global energy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

People in this episode

Host: Charles Payne

Guest: James Demmert

Topics covered

• market correction
• AI-driven business cycle
• tech opportunities
• healthcare investment
• global energy

Keywords

• market pullback
• AI
• monopoly tech
• healthcare
• energy

Mentioned in this episode

Organizations: Main Street Research, ASML, Taiwan Semi

More episodes of Charles Payne's Unstoppable Prosperity Podcast

• Charles’ Take: The AI Trade Expansion and Small-Cap Opportunities · May 15, 2026 · 7 min
• Charles’ Take: Staying Optimistic While Investing · May 13, 2026 · 7 min
• Charles’ Take: AI Sentiment & The 40% Rule · May 6, 2026 · 5 min
• Charles’ Take: Why Defense Stocks are a Slam Dunk · May 4, 2026 · 8 min
• Charles’ Take: Gearing Up for Blockbuster IPOS · April 28, 2026 · 7 min
• Charles’ Take: AI Vulnerabilities & the Future of Cyber Investing · April 15, 2026 · 8 min