David vs Goliath: Small-Cap Stocks Finally Surge

Jul 17, 2024

The podcast dives into the recent surge of small-cap stocks, challenging the dominance of Big Tech. Hosts examine low US inflation and its role in this market shift, questioning the sustainability of small-cap rallies. They explore historical trends of market concentration and how even major players can falter. Additionally, the discussion highlights the growth potential of small-cap companies, the impact of private equity, and the challenges these firms face in a changing economic landscape.

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Intro

00:00 • 2min

Market Shifts and Small-Cap Stocks

01:57 • 13min

Navigating Market Dynamics: Inflation, Interest Rates, and Small-Cap Stocks

14:46 • 3min

Cycles of Market Dominance

17:33 • 10min

Navigating Small Cap Growth and Investment Challenges

27:41 • 3min

The Growth Potential of Small-Cap Stocks

30:29 • 5min

The Evolution and Challenges of Small-Cap Stocks

35:21 • 3min