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American Focus > Blog > Economy > Bitcoin vs. Big Tech vs. defensive plays for market’s second half
Economy

Bitcoin vs. Big Tech vs. defensive plays for market’s second half

Last updated: July 17, 2025 2:25 am
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Bitcoin vs. Big Tech vs. defensive plays for market’s second half
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In the world of investing, it’s always important to stay ahead of the curve and pivot when necessary. With this in mind, Bob Elliott, the CEO and chief investment officer of Unlimited Funds, suggests that now might be the perfect time to move away from this year’s Big Tech winners. According to Elliott, building portfolios that can withstand a slowing economy over the next six months should be a top priority.

Elliott recommends a strategic approach that involves going long on bonds and gold, while also shorting the U.S. dollar. While this may seem like a non-consensus view, Elliott points out that some of the smartest financial minds in the world, as well as those in the hedge fund community, are also favoring this approach. Unlimited Funds utilizes proprietary technology to create accessible alternative investment strategies, including four Unlimited ETFs.

Elliott believes that stock and bond market investors are currently pricing in a near-perfect scenario for the short and medium term. He warns that President Donald Trump’s tariffs and a potential inflation acceleration could expose vulnerabilities in the market. In order to navigate this uncertain environment, Elliott emphasizes the importance of building a flexible portfolio that can adapt to changing policy dynamics.

On the other hand, Todd Sohn, a technical strategist at Strategas Securities, believes that underperforming sectors may have potential for upside as earnings season kicks off. Sohn specifically highlights the healthcare sector as an area worth considering, noting that there has been a mass exodus of outflows from healthcare sector ETFs. Despite concerns about the current administration’s stance on healthcare, Sohn sees opportunities for savvy investors to start nibbling in certain areas.

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In addition to healthcare, Sohn also views bitcoin as an attractive play at the moment. With the House of Representatives considering a series of bills tied to cryptocurrencies, Sohn believes that investors are starting to recognize bitcoin as an asset that is here to stay. Despite experiencing fluctuations in its price, bitcoin hit an all-time high recently before pulling back slightly.

Overall, it’s clear that the investing landscape is evolving, and it’s important for investors to stay agile and open-minded in order to capitalize on emerging opportunities. By heeding the advice of experts like Bob Elliott and Todd Sohn, investors can position themselves for success in a rapidly changing market environment.

TAGGED:bigBitcoindefensiveMarketsPlaysTech
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