Leave your feedback Share Copy URL https://caldwellcad.org/Uploads/?vid=BTw32VkCsFL Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter The S&P 500 Isnt Overvalued. Heres Why [NXY3gLLHaej] Health Updated on August 08, 2026 EDT — Published on August 08, 2026 EDT The S&P 500 is near record highs, but is it actually overvalued? Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies, explains why he believes the market isn't as expensive as many investors think. Plus, he shares where he's finding value and the sectors and stocks he likes for the second half of the year. 00:00:00 Introduction 00:00:22 S&P 500 price target view 00:01:23 Timing a market correction 00:01:57 Sectors to buy right now 00:02:29 Underweight Meg-7 stance 00:03:28 Communication Services picks 00:04:43 Valuation vs. price performance 00:05:40 Bank plays: Wells & Citi 00:07:14 Avoiding Consumer Staples 00:08:22 Market shock triggers 00:09:03 Diversifying tech holdings 00:10:05 Long-term process discipline 00:10:41 Small & mid-cap outlook 00:11:38 Small vs. large cap earnings 00:11:48 Rapid Fire: This or That Subscribe | Earn. Live. Invest. | TheStreet Pro | #Investing #Stocks #WallStreet Camera: Julian Pinto & Shawn Elias Producers: Caroline Woods & Rebecca Mezistrano lZan237K4Yg kNTztCS8i7n aNA0Ou1xrt6 oR3GGFM6w6w h6af35D6xF2
The S&P 500 is near record highs, but is it actually overvalued? Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies, explains why he believes the market isn't as expensive as many investors think. Plus, he shares where he's finding value and the sectors and stocks he likes for the second half of the year. 00:00:00 Introduction 00:00:22 S&P 500 price target view 00:01:23 Timing a market correction 00:01:57 Sectors to buy right now 00:02:29 Underweight Meg-7 stance 00:03:28 Communication Services picks 00:04:43 Valuation vs. price performance 00:05:40 Bank plays: Wells & Citi 00:07:14 Avoiding Consumer Staples 00:08:22 Market shock triggers 00:09:03 Diversifying tech holdings 00:10:05 Long-term process discipline 00:10:41 Small & mid-cap outlook 00:11:38 Small vs. large cap earnings 00:11:48 Rapid Fire: This or That Subscribe | Earn. Live. Invest. | TheStreet Pro | #Investing #Stocks #WallStreet Camera: Julian Pinto & Shawn Elias Producers: Caroline Woods & Rebecca Mezistrano lZan237K4Yg kNTztCS8i7n aNA0Ou1xrt6 oR3GGFM6w6w h6af35D6xF2