24min chapter

The Compound and Friends cover image

Tom Lee Strikes Back

The Compound and Friends

CHAPTER

Small Caps on the Rise: Seizing AI Opportunities

This chapter examines the underperformance of small-cap stocks relative to large-cap stocks, particularly focusing on the potential turnaround driven by advancements in AI. It discusses the implications of AI spending on small caps and their economic connections, highlighting sectors like casinos and luxury brands that could benefit from improvements in productivity and consumer confidence. The conversation also addresses historical market trends, election impacts, and the importance of a unique investment perspective amid fluctuating market dynamics.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode