Why this strategist is bullish on US stocks as more firms lift their S&P 500 targets

It's time now for today's strategy session. Analysts across Wall Street are turning bullish on US stocks. Multiple strategists boosting their year-end 2025 targets on the S&P 500 after stocks recovered from their tariff induced selloff.Joining us now, we've got one of the strategists boosting his target, Keith Lerner, truest co-chief investment officer and chief market strategist and good friend of the show. Keith, good to see you here. just take us into the thesis behind why you're now raising your target ...