Market Trends and Small-Cap Dynamics

This chapter examines the recent performance of small-cap stocks compared to the technology-driven NASDAQ 100, highlighting historical parallels with trends observed in 1999 and 2000. The discussion emphasizes the influence of anticipated interest rate cuts on market dynamics and investment strategies, particularly focusing on the potential for discovering undervalued stocks within the Russell 2000. Additionally, the speakers scrutinize the upcoming Federal Reserve meeting's implications for interest rates and overall market sentiment.