The Song Remains the Same with Alfonso Peccatiello of The Macro Compass
RiskReversal Pod
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The Underperformance of the Russell 2000 Small Caps
Savita Subramanian from Bank America is pondering whether the 2023 EPS target of $200 for S&P 500 earnings was too grim. The Russell 2000 small caps are up a little less than 2% versus a NASDAQ that's up 16%. Liz: If you're trying to kind of second guess or rethink your worst case scenario, what does that mean to you when you start seeing those sorts of moves by strategists?
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