Small Caps Rip

7 snips

Jul 19, 2024

Join Michael Batnick and Downtown Josh Brown as they chat with Todd Sohn, an ETF strategist, about small cap stocks, tech stock odds, semiconductors, thematic ETFs, Trump economics, and more. They dive into market trends, movements of money, trading behaviors, and insights on ETF launches and durability in the market. The conversation also covers Wall Street networking, entertainment trends, and a casual chat about Newport, Rhode Island and the movie True Lies.

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Intro

00:00 • 3min

Nostalgic Conversations and Disney Enthusiasm

02:46 • 7min

Market Analysis and Stock Rotation Discussion

09:20 • 4min

Movement of Money into Small Caps

13:01 • 16min

Exploring ETFs, Tech Sector Dominance, and Trading Behavior

28:58 • 10min

Comparing Energy Stocks, Apple, and Market Trends

39:07 • 12min

Insights on ETF launches and durability in the market

51:22 • 2min

Launching thematic ETFs and market trends

53:32 • 22min

Wall Street Networking and Entertainment Trends

01:15:13 • 13min

Casual Conversation About Newport, Rhode Island and True Lies Movie

01:28:10 • 3min

On episode 150 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn, ETF and Technical Strategist at Strategas, to discuss: small cap stocks, the odds of tech stocks faltering, semiconductors, cash off the sidelines, thematic ETFs, Trump economics, and much more!

This episode is sponsored by STF Management. Learn more about the STF Tactical Growth and Income (TUGN) ETF at: https://stfm.com/etf/tugn/

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