Investing in Small Cap Value: Interview with Francis Gannon

1

Introduction

00:00 • 2min

2

Is There a Pique Moment About Inflation?

01:39 • 2min

3

What's Going to Fix the Inflation Problem?

03:55 • 2min

4

Commodity Pricing Is Just One Piece of the Puzzle When You Talk About Inflation

05:25 • 2min

5

Investing in Small Cap Equities

06:58 • 2min

6

Investing in Value Stocks or Grow Stocks

08:45 • 2min

7

Is the Market Starting to Spread Out Into the Small Caps?

10:21 • 2min

8

Is the High Bar for Rates Going Up?

12:30 • 2min

9

Small Caps Outside of the United States?

14:24 • 2min

10

Small Cap Opportunities in Japan

16:00 • 2min

11

What Are Your Thoughts on China?

17:40 • 2min

12

What's in Stock for Next Quarter?

19:13 • 3min

13

Small Caps - What Are the Biggest Trends?

22:07 • 3min

14

Can Small Caps Go Unrecognized?

24:43 • 2min

15

The Insurance Space That You Like Most

26:38 • 2min

16

Small Caps - What's Your Final Thoughts?

28:13 • 2min

17

The Buffet Letter

30:18 • 2min

18

I C Duel Impact ETF - A New York Life Investments Company

31:51 • 2min

19

What Are Some of Your Takeaways From the Interview?

33:26 • 4min

20

Investing in a Small Cap Asset Class

37:30 • 2min

21

Are Equal Fees the Most Important Thing?

39:26 • 2min

22

How Does Inflation Affect Your Investment Decisions?

41:15 • 3min

23

Investing in Equities Will Help With Inflation

44:05 • 3min

24

Is Your Small Cat Allocation More Aggressive Than Barb?

47:02 • 2min

25

Small Cap - The Best Performing Asset of Equities

49:16 • 3min

26

Small Cap - The Engine of Your Portfolio

51:49 • 3min