Mario Payne doesn't believe Monday's rally is a head fake. He tells investors to stay firm in their investment plan and brace for coming headwinds that will lead to eventual tailwinds. Turning to the AI trade, Mario divides companies in the "check writers" and "check cashers," urging investors to search for the latter as hyperscalers up CapEx. He makes the case that the 60-40 investing method is "dead" due to growing value in blue chip stocks and cryptocurrencies.