Small caps are surging, tech leadership is shifting, and global markets are strengthening. Brian Levitt lays out why staying invested still wins — and why “buy high, sell higher” may be the real playbook with the S&P aiming at 8,000.
00:00:00 Introduction
00:00:06 Playbook for the second half of 2026
00:00:45 Catalysts for small-cap and Dow broadening
00:01:53 AI rotation from mega-caps to components
00:03:14 Software vs. semiconductor opportunities
00:04:13 Index selection vs. thematic ETFs
00:05:17 Macro tailwinds for emerging markets
00:06:18 Implications of a weaker US dollar
00:07:12 Expansion trade blueprints and strategy
00:07:56 Selecting US cyclical sectors
00:08:22 Valuation catch-up left in small caps
00:09:11 Deploying cash at record market highs
00:10:44 Impact of Iran conflict resolution
00:12:03 Post-shock consumer balance sheet health
00:12:28 Inflation risks to the market trend
00:13:15 Breakeven thresholds to monitor
00:13:27 Bearish levels for Fed rate hikes
00:13:48 Rapid Fire: This or That
Subscribe |
Earn. Live. Invest. |
TheStreet Pro |
#Investing #Stocks #WallStreet
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
source
