Here's what investors should do if the market dips on Georgia runoff results

CNBC's Kelly Evans breaks down the market rally and how institutional investors still have cash on the sidelines while being long on tech with Marko Papic of Clocktower Group and Jeff Krumpelman of Mariner Wealth Advisors. There is a lot of euphoria, clearly, in the markets, says Papic. A lot of cash is still on the sidelines, but there's this vicious rotation into cyclicals that's occurring already and could have a lot more room to go, he adds.