Bull markets can be just as dangerous for your portfolio as market crashes! Jason and Jeff share how to navigate all-time highs, avoid FOMO, and manage your big winners.
01:06 Markets At New Highs
02:36 Survive A Bull Market
03:48 Recent Crises To Endure
06:30 What Is A Bull Market
08:47 Sidelines And Opportunity Cost
13:44 Fear Vs FOMO
16:37 AI Wave And Market Pockets
20:40 Trade Desk TAM Reality Check
22:12 Datadog Vs SoFi Trimming
25:47 Portfolio Concentration Mindset
27:33 Trimming Winners Wisely
28:32 Position Size vs Age
30:28 Rebalancing Asset Allocation
32:59 Framework Over Emotion
33:26 Lessons From 2022
36:01 Dry Powder Strategy
38:55 Cash Psychology Differences
44:07 Bull Market Mistakes
47:44 Regret Minimization Framework
49:38 When Everyone Asks
Companies mentioned: CRWD, CSCO, DDOG, MSFT, NVDA, SOFI, TTD, ZM
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