George Seay says the market has hit a real pivot point — and retail investors should “get ready, aim, and fire” when the fall setup delivers the right entry.
00:00:00 Introduction
00:00:18 Dramatic changes to investment playbook
00:01:53 Has the market run too hard?
00:02:36 Tech rotation and stop-chasing AI winners
00:03:29 Waiting for lower Micron Technology entries
00:04:02 Buying Microsoft stock right now
00:04:32 Grossly out-of-favor software plays
00:05:03 Owning unloved Netflix stock thesis
00:06:55 Non-tech sector opportunities
00:08:15 Rebalancing domestic vs. international exposure
00:09:13 International focus: Europe & Japan
00:10:08 International tactics: ETFs vs. stocks
00:11:03 High valuations don’t mean bearishness
00:12:34 Iran & Oil price macro wildcard
00:13:28 Slightly elevated oil prices beneficial
00:13:39 Uncertain year-end market outlook
00:14:16 Protecting H2 profits with seasonality
00:15:33 Simplified retail investor bottom line
00:16:11 Prudent rebalancing vs. aggressive trading
00:17:49 Trimming winners for new buys
00:19:10 Rapid Fire: This or That
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Recorded: July 17, 2026
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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