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Small Caps Rip

The Compound and Friends

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Movement of Money into Small Caps

This chapter discusses the shift of money from large growth stocks into small caps, driven by model portfolios, algos, and retail traders. The hosts explore the recent rise in regional banks and the Russell 2000 index, debating the potential for small caps to outperform in the market. They analyze the current market dynamics, advising caution amidst short-term volatility and discussing the positive impact of small caps on the broader market.

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