Joe Rinaldi discusses opportunities in cybersecurity as volatility creates long‑term entry points through ETFs like CIBR and HACK. He outlines why he remains bearish on traditional energy, favors natural gas exposure via Cheniere (LNG), and sees utilities as largely overvalued relative to Treasuries. Rinaldi also highlights Dominion Energy (D) and emerging‑market dividends through DVYE as selective income plays.