With the S&P sitting around 7800, Christopher Davis explains why “timing the market is a fool’s errand,” where investors should put money even at record highs, and the value stocks he’s loading up on now.
00:00:00 – Introduction
00:00:09 – S&P 7800 & Earnings Lessons
00:00:56 – Consumer Resilience & Retail Sales
00:01:45 – Fed Policy vs. Earnings
00:02:09 – Market Rally & Valuations
00:03:14 – Sectors With Flat Multiples
00:03:50 – Finding Value & Berkshire Hathaway
00:04:30 – Small Cap Pick: Morningstar
00:06:09 – Value Pick: Amentum
00:08:02 – Finding Value in Big Tech
00:09:13 – Diversifying Beyond Big Tech
00:09:49 – Healthcare Strategy
00:10:25 – Hidden Index Concentration
00:11:17 – Target Sector Allocations
00:12:11 – Timed Market Entry Advice
00:12:54 – Valuation Sanity Checks
00:13:57 – Top Macro Risks
00:14:26 – Election Year Choppiness
00:15:44 – Year-End S&P Target
00:16:03 – Rapid Fire: This or That
Recorded: August 14, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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