Small and Mid-Cap Focus Under $20B

💡Markets look overvalued. Is your portfolio prepared? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/48vPCKj

Has value investing really gone out of style, or is it quietly setting up for its biggest comeback in decades? In this in-depth conversation, Sven Carlin, of Modern @Value-Investing with Sven Carlin, joins Maggie Lake to discuss why today’s markets look overvalued, how investors are being lulled into complacency by momentum and hype, and why focusing on fundamentals, dividends, and cash flow still beats speculation over time. Carlin explains why he avoids chasing returns in expensive large-cap tech and instead looks for “boring” businesses that generate steady cash flows regardless of market conditions. He shares how he builds a watchlist of quality companies with low valuations, strong balance sheets, and management teams that deliver on long-term promises, what he calls the essence of real investing, allowing wealth to compound over decades and different market cycles.

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💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459

💡Get SCP Resource Finance and Trey Reik’s deep-dive Silver investing report by joining our accredited investor list here: https://www.wealthion.com/accredited

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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