David Bailin says investors need to be mindful of the weight markets are putting on the tech sector. He “really likes” healthcare, comparing its multiple to tech and talking about how both responded to past pullbacks. He also likes energy, calling it a high-dividend opportunity, along with manufacturing. Within energy, he highlights MLPs. Looking abroad, he thinks there are opportunities within international dividend payers. Turning to bitcoin, David thinks it can hit $100K and discusses its use as a diversifier.