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17min chapter
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537
The Meb Faber Show - Better Investing
Navigating Small Caps and Sector Compositions in the Stock Market
The chapter delves into the undervaluation of small caps compared to large caps in the stock market, discussing how conflicting cross currents affect small caps and their struggle to gain momentum. It also explores the impact of benchmarking indexes like the Russell 2000 growth and the Russell 1000 growth on defining growth and value categorizations, along with the debate on sector placements like big tech, industrials, materials, energy, and financials. Additionally, the chapter touches on the complexities of forecasting earnings for the S&P 500, emphasizing the importance of qualitative inputs in predicting margins and discussing companies' resilience and efficiency in managing crises.
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