Sam Burns, chief strategist at Mill Street Research, discusses his fluid approach to selecting stocks in his first appearance on "Investment Ideas." Burns' unique process combines traditional bottom-up, fundamental analysis of 6,000 different public companies with top-down, macro analysis to identify optimal equity opportunities. Burns explains which sectors he recommends and why he advises investors position their portfolios overweight in growth and defensives and underweight value equities. Filmed on September 26, 2019 in New York.