we welcome back steven deniclio.hese midcaps now, i keep hearing people are expecting the small caps and the mid caps to outperform in the second half. he large caps have become too expensive. trade worries, all those things. is that what you're looking at here as well?ri >>ht. well, actually, i think the appropriate way to look at it is no much small versus mid versus large, but actually valus s growth. right now we're coming off 7 -- d this is the last day of the second quarter from a trading perspective. we're comingf seven consecutive quarters at accelerating gdp on a year over year rate. we've not had that kind of growth before. it only happened one other time since 1940.ry eving has won. we've had low volatility, high growth and anccelerating economy. while we don't think the economy is necesg,arily slowit's still going to be good. that rate of change is going to slow.go meaning we'reng to be getting better but at a slower rate. in that environment, coupled with higher interest rates, typically growth stocks yo