Latest on Donald Trump and the Fed Rate Cycle
Bloomberg Surveillance
00:00
Market Trends: Small Caps vs Large Caps
This chapter analyzes the contrasting evaluations between large and small cap stocks, highlighting a preference for small cap opportunities while expressing concerns about overvaluation in the industrial sector. It also discusses current trends in the technology sector and the anticipated impact on the S&P 500 index, while addressing the growth of direct lending in the corporate finance landscape.
Transcript
Play full episode
