To begin this hour with stocks holding firm near record highs as tech regains momentum, Julian Emanuel of Evercore writing, even as the long term trajectory of stocks remains higher, a bear market will happen. AI does not negate the cycle. It has intensified and potentially elongated the upside.Julian joins us now for more. Julian, great to see you. Thank you for being here.So let's start there. There is this feeling even among bulls that this is as good as it gets. That's what we heard, from Nikolai Tangan ...