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TIP480: Why Microcaps Have The Best YTD Performance w/ Ian Cassel

13 snips
Oct 7, 2022
Guest
Ian Cassell
Ian Cassel, a microcap expert and founder of MicroCap Club, explores why microcaps are outperforming larger cap stocks in today’s market. He compares current trends to 2008, highlighting the resilience of microcap stocks amid economic challenges. Cassel discusses private equity's growing interest in public markets and shares unique strategies from a recent investment summit. With a focus on innovative platforms and the importance of thorough research, he emphasizes the potential for growth in the microcap sector.
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INSIGHT

Microcap Outperformance

  • Microcaps have outperformed larger caps due to several factors.
  • These include less euphoria in microcaps, a focus on domestic markets, and stock-picking opportunities.
INSIGHT

Current Market vs. 2008

  • The current market downturn is the worst Ian Cassel has seen since 2008.
  • However, the level of fear isn't as high as it was back then, as economic impacts haven't fully hit yet.
ADVICE

Staying Calm During the Storm

  • Stay emotionally neutral and focus on a long-term investment horizon during market downturns.
  • Having cash on hand is crucial to capitalize on opportunities.
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