Will a rate cut in September be enough to keep this rally going. Let's bring in Pollson Perspectives author Jim Pollson and CFR research chief investment strategist Sam Stovall. Guys, welcome.Jim, you say these numbers tell us inflation isn't so much of a problem. We were just asking a guest earlier about pressure on the workingclass consumer, though. Is a Fed rate cut still a gamecher if we see more signs of pressure through the rest of the year.Well, I I think you know certainly you can make a case that i ...

So, while growth has outperformed value so far this year, our next guest says that it's time to move away from large cap tech stocks. He sees better value in midcaps. And here to explain why is Vahan John Jingen.He's chief investment officer at Grant Wealth Management. Joins us now. Vahan, it's great to have you on.And let's start right there. Why midcaps. Why now.Hi, Morgan. Um, okay. So first thing I would say is that um for the past hundred years um until about 2008 value has outperformed growth and smal ...