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Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05

The Acquirers Podcast

CHAPTER

Exploring Market Divergence: Small Caps vs. Credit Spreads

This chapter examines the growing disconnect between the bond and equity markets, highlighting the conflicting signals from small-cap stocks and credit spreads. The hosts express frustration over these disparities, discussing historical trends and the implications for investment strategies, particularly in small-cap investments.

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