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Narratives, Price, & Flows With Patrick Karim

Lead-Lag Live

00:00

What's the Challenge With Small Caps?

With higher rates, a lot of these companies, which you can argue should no longer exist because of that high debt load. They're going to start disappearing. The ones, those companies where they had easy access to easy money and now they can't just refinance. And yeah, I just popped up Russell versus SPX and the Russell's actually massively breaking down versus SPX. So imagine that SPX is breaking down versus inflation. It's about to break down versus gold. NASDAQ has broken down vs silver. Now the Russell is breaking down against SPX.

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