Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, joins the MoneyShow MoneyMasters Podcast to break down what’s really driving the market to new highs – and why American exceptionalism isn’t dead yet.

We cover why Big Tech still has room to run, which sectors she’s bullish on, and how trade deals and tariffs are quietly shaping inflation and growth.

Alicia also shares why gold is rallying, what investors often get wrong about geopolitical risk, and why long-term opportunities still favor the U.S. over international markets.

CHAPTERS:

00:00 – Is American exceptionalism over?

00:46 – Alicia Levine’s unusual Wall Street path

01:56 – Trade deals, tariffs, and market resilience

03:50 – How inflation is showing up in goods

06:31 – Why Big Tech still leads

09:06 – Geopolitical risk vs. market impact

10:28 – Gold, de-dollarization, and commodities

12:06 – Alicia’s top sectors: Tech, Industrials, Financials

16:04 – Key risks: labor market, bond yields, and growth

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