
US Small Caps: One Size Fits All
The Capital Cycle Podcast
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Rethinking Investment Categories
This chapter examines the human inclination to classify investments and how this shapes decision-making and market analysis. It critiques the over-simplification of market caps, advocating for a capital cycle approach that considers the flow of capital across sectors. The discussion highlights the current disparities between small-cap and large-cap stocks, emphasizing the potential growth of smaller firms despite prevailing market trends.
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