Stifel's Bannister Expects Market Correction in the Fall

The video discusses the current market rally, focusing on the shift from big tech to cyclical value investments. It highlights the outperformance of the equal weighted S&P index and the potential for small cap value to excel. The discussion also covers the impact of interest rates, the Fed's policy, and the potential for a market correction in September or October. The video concludes with a look at the possibility of a recession and the Fed's response to economic changes.

What is the speaker's outlook on small cap value stocks compared to small cap growth stocks?

What does the speaker predict about the market's performance in September and October?

What implications does the speaker suggest might arise if the Federal Reserve begins to cut rates?