really steering the index the way it is. Other indexes. >> Okay.Mike Santoli thank you. We'll see you later this hour. Let's broaden our market conversation though and bring in Truist Wealth Co-Chief investment officer Keith Lerner and Hennion and Walsh asset manager, Management president and CIO Kevin Moen.Great to have you both here. Kevin, you're on set. I'm going to kick this conversation off with you.We've had a torrid run since the April lows. What do you like here. Do you stick with tech. Do you look ...

If anyone's watching the show and those two stocks have an outsized impact on your portfolio, I encourage you to diversify. I look at small caps in the US trading at the the cheapest valuation relative to large cap caps since 2000, since June of 2000. And if you look at the 25 years since then, small caps have actually outperformed large caps even with Microsoft and Apple and Meta and everyone else driving them higher.Valuation is not a perfect timing tool. Um, but it does tend to work longer term. And righ ...