🔍 Topics Covered:
* The power of rules-based investing and emotional discipline
* Why momentum often beats mean reversion in sectors
* The predictive value of January market performance
* How AI hype is shaping today’s market narrative
* Whether “Sell in May” still works—and what to do instead
* The case for value investing and high-quality dividend stocks
* A simple two-sector portfolio that beat tech (with less risk)
* Whether the 60/40 portfolio is still viable
* The failure of equal weight and small caps to outperform recently
* How to manage fear and stay invested during volatile markets
* What history teaches about Fed rate cuts and market returns
* A momentum strategy for finding “bull markets somewhere”
* Sam’s top lesson for the average investor
⏱️ Timestamps:
00:00 – Market performance after strong Januaries
02:00 – Let your winners ride, cut losers short
04:45 – Current sector winners and market concentration
06:30 – As goes January, so goes the year
09:00 – Why Year 3 of bull markets tends to be weak
11:00 – How AI fits into today’s bull case
12:30 – Sell in May—but rotate instead of retreat
14:30 – Why value investing has struggled
16:00 – Tech as the new consumer staple?
17:45 – A free lunch: Tech + staples portfolio
20:30 – The 60/40 portfolio and inflation hedging
22:20 – Don’t get mad, get even (equal weight vs. cap weight)
24:00 – Managing emotions and using history as Valium
26:20 – Don’t fight the Fed: Rate cuts and market returns
28:30 – CFRA’s Fed outlook for the second half
29:40 – There’s always a bull market somewhere
31:20 – Sam’s #1 lesson for the average investor