Interview Series – Samuel Liebman

Sam Liebman is back for the third consecutive honorary “Father’s Day” interview. Matt Liebman interviews his father, Sam Liebman, Founding Partner & Chairman, Amplius Wealth Advisors. A well-known industry veteran, Sam shares his current thoughts on the state of the world and markets.

In This Episode:
– Why U.S. markets may be overvalued despite strong corporate fundamentals
– Retail investor psychology: Understanding the “buy the dip” mindset
– International markets finally outperforming—will it last?
– The interest rate conundrum: What deficits and debt mean for bonds
– Why long-term bonds may no longer provide portfolio ballast
– Private equity & credit: Smart diversification or the next bubble?
– How today’s flight-to-safety trends break from historical norms
– Investment wisdom from a 50+ year market veteran


👉 Need guidance on your portfolio? Schedule a consultation with Amplius Wealth Advisors : https://go.ampliuswealth.com/consult

⏱ Key Timestamps:
00:00 – Introduction: Kicking off the Father’s Day tradition
01:45 – Aspen conference recap: Insights from Dynasty’s CEO event
03:20 – U.S. stock market valuation: Are 20+ P/E ratios sustainable?
06:15 – Retail psychology and the rise of “buy the dip” behavior
08:45 – Business fundamentals: Why they’ve never looked stronger
11:20 – Global investing: Are international markets finally leading?
14:30 – Yankees vs. A’s: A metaphor for U.S. vs. foreign equities
16:45 – Interest rate outlook: What rising deficits could mean
19:20 – When flight-to-safety doesn’t mean bonds
22:10 – Bonds behaving badly: The portfolio ballast is shifting
24:35 – Private investment boom: Opportunity or overreach?
27:20 – Lowering investor standards and systemic risks
29:15 – Harvard endowment’s liquidity crunch: A warning sign?
31:40 – Father’s Day wishes and weekend reflections

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