The Compound and Friends cover image

The Compound and Friends

Aggressively Neutral

Jun 21, 2024
01:21:17
Snipd AI
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins to discuss small cap stocks, Nvidia's valuation, short interest, potential upside surprises, mortgage rates, and more. They delve into market trends, AI focus, economic recovery, small cap vs. large cap stocks, earnings manipulation, and investor sentiment.
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Podcast summary created with Snipd AI

Quick takeaways

  • Market trends favoring smaller companies over larger global corporations post-COVID, indicating potential for advantageous macro tailwinds.
  • Importance of understanding the relationship between market performance and economic recovery for long-term investors in asset allocation strategies.

Deep dives

Gene Wilder's Filmography and Collaborations

Gene Wilder's diverse filmography and collaborations are discussed, highlighting his work with Richard Pryor in movies like 'Silver Streak' and 'Stir Crazy,' as well as his iconic roles in 'Willy Wonka' and 'See No Evil, Hear No Evil'.

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