Mark Tepper returns to Mornings with Maria to dissect the market’s surprisingly calm reaction to Middle East tensions and an 11% oil price plunge. He outlines why geopolitical pullbacks can be buying opportunities and how current conditions point to a "Goldilocks" economy. Mark breaks down the opportunity in cyclical sectors like industrials and financials, mid-cap and small-cap stocks, and why a rate cut in July could trigger a broader market rally. The conversation ends with warnings about ballooning debt, deficit risks, and a potential repeat of 2023’s sell-off pattern — a window for smart investors to rotate into growth plays before the snapback.