Keith Lerner, Chief Investment Officer, Truist explains why this bull market still deserves the benefit of the doubt and how to position for the next move.
00:00:00 Introduction
00:00:19 Profits driving the market
00:01:05 Tech and market broadening
00:01:59 Healthy sector rotation signs
00:02:58 Next market leadership sources
00:04:07 Small-cap outperformance trends
00:05:19 Sectors to avoid near-term
00:06:01 S&P 500 performance outlook
00:07:35 Value in small caps
00:08:37 Behavior at record highs
00:10:48 Financials and cheap sectors
00:11:44 Underpriced treasury yield risks
00:13:16 Rapid Fire: This or That
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Recorded June 22, 2026
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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