Small and mid cap area is a place for significant growth, says Aperture's Peter Kraus

Let's talk a little bit more on markets right now. Joining us is Peter Krauss. He's the chairman and CEO of Aperture Investors.And Peter, we're coming off a really strong quarter, up better than 10% for the S&P 500, the best quarter since 2023. Um there are questions about whether it can last. A lot of good things that are happening right now.Um but we saw what happened in April with tariffs being put in place that were much higher than anticipated. We're against another deadline now, July 8th and 9th, when ...