Faith Driven Investor
Episode 171 - Marks on the Markets: Data, History, and Insight with Matt Monson
May 6, 2024
Public equities investor, Matt Monson, discusses market trends, AI impact, interest rates, and international conflicts. Importance of corporate engagement and proxy voting for faith-driven investors. Reflects on Passover lessons from Scripture.
34:56
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Quick takeaways
- Focus is shifting to small and mid-cap stocks for market opportunities amidst dominance of large-cap stocks.
- Investors engaging with companies for ethical alignment and promoting positive change in corporate practices.
Deep dives
Opportunities in Small and Mid Caps
Small and mid-cap stocks present significant opportunities in the market, especially with the dominance of a few large-cap stocks. Despite the high performance of top companies such as Nvidia, Apple, and Amazon, the focus is shifting towards companies with limited competition. This concentration in top companies has not stretched valuations excessively, with growth being driven by earnings growth and multiple factors.
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