"Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on Euphoria." - Sir John Templeton

Retail investors (you) are becoming more bullish and eager to invest, whereas institutional investors (experts) still express pessimism.

In this episode, we discuss the performance of different sectors, such as energy, consumer staples, technology, and discretionary, and how contrarian investing (going against the herd) can lead to better returns. Additionally, we'll touch upon the growing interest in artificial intelligence (AI) stocks and how we've already invested in companies involved in AI for several years.

Remember, it's important to have a consistent investment process to own quality businesses and stay invested for long-term success.

Here's to wise investing,

Brett Pattison and Brian Hunsaker