00:00 Introduction
00:22 Market outlook: durable vs fragile rally
01:26 Geopolitics vs market impact
02:52 Limited upside from here
03:27 Strategy: buy, hold, trim
04:17 Top financial stock picks
05:06 Defense trade outlook
06:07 Portfolio allocation by investor type
06:48 Sector allocation approach
07:57 Mag 7 exposure strategy
09:13 Earnings and market momentum
10:17 Uncertainty ahead
11:05 Investor playbook now
11:41 Sell in May outlook
12:18 What sell in May means
13:46 Rapid fire: This or That
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