The VIX being on the lower end of its 52-week range is something that surprises Joe Tigay due to the geopolitical and economic risks weighing against the stock market. He still tells investors not to expect a dip below 15 for a substantial period of time. On the AI trade, Joe sees accelerating spending from hyperscalers like Alphabet (GOOGL) as a clear signal there's room to run for tech. Joe tells investors to keep a balanced portfolio and names Berkshire Hathaway (BRK/B), JPMorgan Chase (JPM), and Caterpillar (CAT) as names he likes.