The New Phase of the Bull Market — And How to Buy In

Small caps are surging, tech leadership is shifting, and global markets are strengthening. Brian Levitt lays out why staying invested still wins — and why “buy high, sell higher” may be the real playbook with the S&P aiming at 8,000. 00:00:00 Introduction 00:00:06 Playbook for the second half of 2026 00:00:45 Catalysts for small-cap and Dow broadening 00:01:53 AI rotation from mega-caps to components 00:03:14 Software vs. semiconductor opportunities 00:04:13 Index selection vs. thematic ETFs 00:05:17 Macro tailwinds for emerging markets 00:06:18 Implications of a weaker US dollar 00:07:12 Expansion trade blueprints and strategy 00:07:56 Selecting US cyclical sectors 00:08:22 Valuation catch-up left in small caps 00:09:11 Deploying cash at record market highs 00:10:44 Impact of Iran conflict resolution 00:12:03 Post-shock consumer balance sheet health 00:12:28 Inflation risks to the market trend 00:13:15 Breakeven thresholds to monitor 00:13:27 Bearish levels for Fed rate hikes 00:13:48 Rapid Fire: This or That Subscribe | http://t.st/TheStreetTV Earn. Live. Invest. | https://www.thestreet.com/ TheStreet Pro | https://pro.thestreet.com/ #Investing #Stocks #WallStreet Camera: Julian Pinto & Shawn Elias Producers: Caroline Woods & Rebecca Mezistrano