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Weekly Update with Larry Berman - May 9, 2026

The creator discusses the underperformance of the MSCI USA Gender Diversity ETF compared to the S&P 500, attributing it to the lack of female representation in the C-suites of MAG 7 stocks. He then shifts focus to the tech sector's leadership, particularly in AI, highlighting the outperformance of active ETFs like BAI over passive ones like AIQ. Finally, he touches on crude oil prices, noting a recent collapse after a breakout above $80, but still anticipates higher prices in the medium term.

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NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as the end of the earnings season, with markets potentially caring again after its report.

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