-
Why small caps, cyclicals are 'an exciting opportunity'
Wall Street is growing increasingly bullish on the S&P; 500 (^GSPC), with analysts at Evercore ISI and Goldman Sachs boosting their 2024 year-end targets for the index. Great Hill Capital Chairman and Managing Member Thomas Hayes joins Wealth! to discuss how investors should position themselves in this market environment.
Hayes notes that current economic conditions suggest a Federal Reserve rate cut could occur in 2024. With the recent rally primarily concentrated in the tech sector, Hayes believes this could spark a broader rally, benefiting companies "that have kind of been left behind," allowing them to outperform and boost the S&P; 500 index. He advises investors to consider small-cap stocks, cyclical companies, and "anything with leverage on its balance sheet" as potential investment o...
published: 17 Jun 2024
-
U.S. small caps look attractive: Glenmede's Jason Pride
Jason Pride, Glenmede chief of investment strategy, joins 'Power Lunch' to discuss options investors could make outside the mega-cap tech stocks.
published: 17 Jun 2024
-
Is it the right time to invest in Small Caps ?
Check out WeekendInvesting Strategies
https://weekendinvesting.com/strategies-page/
https://weekendinvesting.smallcase.com/?utm_source=youtube&utm;_medium=video&utm;_campaign=daily_byte
Download the WeekendInvesting Pro App
Google Play Store
https://play.google.com/store/apps/details?id=com.rpy.weekenrlkmhg
IOS App Store
https://apps.apple.com/us/app/weekendinvesting-pro/
Who am I ?
https://youtu.be/C99hghHP1kM
Alok is the Founder of Weekend Investing. He has been in the Indian stock markets for almost three decades now and is passionate about building rule based - non discretionary momentum investing models to invest in the markets that can generate superior returns compared to benchmarks . His dream is to try to help others achieve Financial Independence early so that life can be liv...
published: 14 Jun 2024
-
VanCronkhite: Bullish on small caps because market is broadening
Bryant VanCronkhite, Senior Portfolio Manager at Allspring Global Investments, discusses the Fed and where he's putting money to work.
published: 12 Jun 2024
-
Why small caps may have upside potential
Small-cap stocks (^RUT) are still trailing the broader markets year to date, but some on Wall Street see potential for upside in the group. Greg Tuorto, Goldman Sachs Asset Management Portfolio Manager, joins Catalysts to discuss why now is the moment to get into small-caps.
Small-caps have been a "hard place" to make money in the face of the large and mega-caps, but a "large catch-up trade" is materializing as rate certainty comes into the picture, Tuorto says. Though a higher-for-longer rate environment would impact small-cap names more than large-caps, which can refinance their debt, Tuorto says changes to the Fed's timeline do not change his thesis.
#youtube #news #stocks
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resou...
published: 05 Jun 2024
-
The Problem With Small Cap Stocks
In this video I'm going to tell you why you should think carefully about owning small cap ETFs.
You probably won’t be surprised if I tell you that small-cap stocks, in general, have outperformed large-cap stocks over the long-term, even on a risk-adjusted basis, with risk measured as standard deviation. This is well-documented around the world and over time. Small caps were the first market anomaly that challenged the capital asset pricing model and resulted in today’s multi-factor models for asset pricing.
My name is Ben Felix, Associate Portfolio Manager at PWL Capital.
Referenced in this video:
Figuring Out Factor Investing - https://www.pwlcapital.com/figuring-out-factor-investing/
The Delisting Bias in CRSP Data - https://www.jstor.org/stable/2329566?seq=1/subjects
Size Matters, I...
published: 04 Jan 2019
-
Stocks: Why a small cap rebound could be on the way
Small-cap stocks (^RUT) are still trailing the S&P; 500 (^GSPC) year to date, but some on Wall Street see potential for a rebound. Villere & Co Partner and Portfolio Manager Sandy Villere joins the Morning Brief to share small-cap names to watch.
Villere highlights that small-caps are under-owned, at only 4% of the broader market. While the S&P; 500 is trading at a 20% percent premium, Villere says small-caps are at a 20% discount. These factors, combined with rate cut hopes, are catalysts for the small-cap sector.
Trading is crowded in names like Microsoft (MSFT), Apple (AAPL), and Nvidia (NVDA), the strategist says. It's why he gravitates toward the "empty rooms." He notes that Ligand Pharmaceuticals (LGND) has plenty of growth opportunities within small-caps, as do smaller names with a li...
published: 06 Jun 2024
-
Small Cap and Value Stocks
I have concluded many of my videos with some variation of “You’re probably better off in low-cost market cap weighted index funds”, which is a statement that I believe.
What I have not told you, and the reason that I think I owe you an apology is that I do not invest my own money in market cap weighted index funds.
Referenced in this video:
The Problem With Small Cap Stocks - https://www.youtube.com/watch?v=uErHwq4M6pg
Factor Investing with ETFs - https://www.pwlcapital.com/resources/factor-investing-with-etfs/
Follow the link to read more content from the Passmore/Felix team at PWL Capital.
https://www.pwlcapital.com/teams/passmore-felix/?utm_source=youtube&utm;_medium=copy&utm;_campaign=ben2019&utm;_content=esgratings
------------------
Follow Ben Felix on
- Twitter: https://twitter.c...
published: 01 Apr 2019
-
Small Caps Can Shine With Reasonable Rates: BofA
Marci McGregor, head of portfolio strategy for Merrill and Bank of America Private Bank, says small cap stocks can shine with reasonable interest rates. She is on "Bloomberg Surveillance." She says rates will likely move sideways from here and talks about what to expect from the next Federal Reserve decision.
published: 19 Mar 2024
-
BofA's Jill Carey Hall makes a bullish case for the return of small caps
Jill Carey Hall, Bank of America Global Research head of small and mid-cap strategy and senior U.S. equity strategist, joins 'Closing Bell' to offer her case for investing in small caps.
published: 13 Jun 2024
5:51
Why small caps, cyclicals are 'an exciting opportunity'
Wall Street is growing increasingly bullish on the S&P; 500 (^GSPC), with analysts at Evercore ISI and Goldman Sachs boosting their 2024 year-end targets for the...
Wall Street is growing increasingly bullish on the S&P; 500 (^GSPC), with analysts at Evercore ISI and Goldman Sachs boosting their 2024 year-end targets for the index. Great Hill Capital Chairman and Managing Member Thomas Hayes joins Wealth! to discuss how investors should position themselves in this market environment.
Hayes notes that current economic conditions suggest a Federal Reserve rate cut could occur in 2024. With the recent rally primarily concentrated in the tech sector, Hayes believes this could spark a broader rally, benefiting companies "that have kind of been left behind," allowing them to outperform and boost the S&P; 500 index. He advises investors to consider small-cap stocks, cyclical companies, and "anything with leverage on its balance sheet" as potential investment opportunities as markets await a Fed rate cut.
However, Hayes cautions against "chasing the shiny objects," suggesting that names like Nvidia (NVDA), which have experienced substantial growth, may struggle to sustain their current momentum.
#youtube #news #stocks
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
https://wn.com/Why_Small_Caps,_Cyclicals_Are_'an_Exciting_Opportunity'
Wall Street is growing increasingly bullish on the S&P; 500 (^GSPC), with analysts at Evercore ISI and Goldman Sachs boosting their 2024 year-end targets for the index. Great Hill Capital Chairman and Managing Member Thomas Hayes joins Wealth! to discuss how investors should position themselves in this market environment.
Hayes notes that current economic conditions suggest a Federal Reserve rate cut could occur in 2024. With the recent rally primarily concentrated in the tech sector, Hayes believes this could spark a broader rally, benefiting companies "that have kind of been left behind," allowing them to outperform and boost the S&P; 500 index. He advises investors to consider small-cap stocks, cyclical companies, and "anything with leverage on its balance sheet" as potential investment opportunities as markets await a Fed rate cut.
However, Hayes cautions against "chasing the shiny objects," suggesting that names like Nvidia (NVDA), which have experienced substantial growth, may struggle to sustain their current momentum.
#youtube #news #stocks
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
- published: 17 Jun 2024
- views: 2725
4:06
U.S. small caps look attractive: Glenmede's Jason Pride
Jason Pride, Glenmede chief of investment strategy, joins 'Power Lunch' to discuss options investors could make outside the mega-cap tech stocks.
Jason Pride, Glenmede chief of investment strategy, joins 'Power Lunch' to discuss options investors could make outside the mega-cap tech stocks.
https://wn.com/U.S._Small_Caps_Look_Attractive_Glenmede's_Jason_Pride
Jason Pride, Glenmede chief of investment strategy, joins 'Power Lunch' to discuss options investors could make outside the mega-cap tech stocks.
- published: 17 Jun 2024
- views: 2687
11:50
Is it the right time to invest in Small Caps ?
Check out WeekendInvesting Strategies
https://weekendinvesting.com/strategies-page/
https://weekendinvesting.smallcase.com/?utm_source=youtube&utm;_medium=video...
Check out WeekendInvesting Strategies
https://weekendinvesting.com/strategies-page/
https://weekendinvesting.smallcase.com/?utm_source=youtube&utm;_medium=video&utm;_campaign=daily_byte
Download the WeekendInvesting Pro App
Google Play Store
https://play.google.com/store/apps/details?id=com.rpy.weekenrlkmhg
IOS App Store
https://apps.apple.com/us/app/weekendinvesting-pro/
Who am I ?
https://youtu.be/C99hghHP1kM
Alok is the Founder of Weekend Investing. He has been in the Indian stock markets for almost three decades now and is passionate about building rule based - non discretionary momentum investing models to invest in the markets that can generate superior returns compared to benchmarks . His dream is to try to help others achieve Financial Independence early so that life can be lived to the full, like it has for him.
WeekendInvesting Website
https://weekendinvesting.com/
What WeekendInvestors say about their investing journey with us
https://www.canva.com/design/DAEuxDvsHcE/70PFLhr8FYm100maVL5Bgg/view
The WeekendInvesting Hub (Product Performance & Comparison Sheet)
https://weekendinvesting.com/hub/
The Daily WeekendInvesting Newsletter
https://weekendinvesting.beehiiv.com/subscribe
Investment in Securities are subject to market risks. Read all related documents carefully before investing
Registration granted by SEBI in no way guarantees performance of the intermediary or provide any assurance of returns to investors
The securities quoted are for illustration only and are not recommendatory
By proceeding, you acknowledge and agree that the returns displayed on this platform are provided for informational purposes only and are not intended to serve as advertisements or promotions influencing your investment decisions.
https://wn.com/Is_It_The_Right_Time_To_Invest_In_Small_Caps
Check out WeekendInvesting Strategies
https://weekendinvesting.com/strategies-page/
https://weekendinvesting.smallcase.com/?utm_source=youtube&utm;_medium=video&utm;_campaign=daily_byte
Download the WeekendInvesting Pro App
Google Play Store
https://play.google.com/store/apps/details?id=com.rpy.weekenrlkmhg
IOS App Store
https://apps.apple.com/us/app/weekendinvesting-pro/
Who am I ?
https://youtu.be/C99hghHP1kM
Alok is the Founder of Weekend Investing. He has been in the Indian stock markets for almost three decades now and is passionate about building rule based - non discretionary momentum investing models to invest in the markets that can generate superior returns compared to benchmarks . His dream is to try to help others achieve Financial Independence early so that life can be lived to the full, like it has for him.
WeekendInvesting Website
https://weekendinvesting.com/
What WeekendInvestors say about their investing journey with us
https://www.canva.com/design/DAEuxDvsHcE/70PFLhr8FYm100maVL5Bgg/view
The WeekendInvesting Hub (Product Performance & Comparison Sheet)
https://weekendinvesting.com/hub/
The Daily WeekendInvesting Newsletter
https://weekendinvesting.beehiiv.com/subscribe
Investment in Securities are subject to market risks. Read all related documents carefully before investing
Registration granted by SEBI in no way guarantees performance of the intermediary or provide any assurance of returns to investors
The securities quoted are for illustration only and are not recommendatory
By proceeding, you acknowledge and agree that the returns displayed on this platform are provided for informational purposes only and are not intended to serve as advertisements or promotions influencing your investment decisions.
- published: 14 Jun 2024
- views: 16364
3:27
VanCronkhite: Bullish on small caps because market is broadening
Bryant VanCronkhite, Senior Portfolio Manager at Allspring Global Investments, discusses the Fed and where he's putting money to work.
Bryant VanCronkhite, Senior Portfolio Manager at Allspring Global Investments, discusses the Fed and where he's putting money to work.
https://wn.com/Vancronkhite_Bullish_On_Small_Caps_Because_Market_Is_Broadening
Bryant VanCronkhite, Senior Portfolio Manager at Allspring Global Investments, discusses the Fed and where he's putting money to work.
- published: 12 Jun 2024
- views: 2313
4:46
Why small caps may have upside potential
Small-cap stocks (^RUT) are still trailing the broader markets year to date, but some on Wall Street see potential for upside in the group. Greg Tuorto, Goldman...
Small-cap stocks (^RUT) are still trailing the broader markets year to date, but some on Wall Street see potential for upside in the group. Greg Tuorto, Goldman Sachs Asset Management Portfolio Manager, joins Catalysts to discuss why now is the moment to get into small-caps.
Small-caps have been a "hard place" to make money in the face of the large and mega-caps, but a "large catch-up trade" is materializing as rate certainty comes into the picture, Tuorto says. Though a higher-for-longer rate environment would impact small-cap names more than large-caps, which can refinance their debt, Tuorto says changes to the Fed's timeline do not change his thesis.
#youtube #news #stocks
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
https://wn.com/Why_Small_Caps_May_Have_Upside_Potential
Small-cap stocks (^RUT) are still trailing the broader markets year to date, but some on Wall Street see potential for upside in the group. Greg Tuorto, Goldman Sachs Asset Management Portfolio Manager, joins Catalysts to discuss why now is the moment to get into small-caps.
Small-caps have been a "hard place" to make money in the face of the large and mega-caps, but a "large catch-up trade" is materializing as rate certainty comes into the picture, Tuorto says. Though a higher-for-longer rate environment would impact small-cap names more than large-caps, which can refinance their debt, Tuorto says changes to the Fed's timeline do not change his thesis.
#youtube #news #stocks
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
- published: 05 Jun 2024
- views: 1910
11:45
The Problem With Small Cap Stocks
In this video I'm going to tell you why you should think carefully about owning small cap ETFs.
You probably won’t be surprised if I tell you that small-cap s...
In this video I'm going to tell you why you should think carefully about owning small cap ETFs.
You probably won’t be surprised if I tell you that small-cap stocks, in general, have outperformed large-cap stocks over the long-term, even on a risk-adjusted basis, with risk measured as standard deviation. This is well-documented around the world and over time. Small caps were the first market anomaly that challenged the capital asset pricing model and resulted in today’s multi-factor models for asset pricing.
My name is Ben Felix, Associate Portfolio Manager at PWL Capital.
Referenced in this video:
Figuring Out Factor Investing - https://www.pwlcapital.com/figuring-out-factor-investing/
The Delisting Bias in CRSP Data - https://www.jstor.org/stable/2329566?seq=1/subjects
Size Matters, If You Control Your Junk - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2553889
You can find the Rational Reminder podcast on
Google Podcasts:
https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz
Apple Podcasts:
https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2
Spotify Podcasts:
https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA
------------------
PWL Capital Blog Post: https://www.pwlcapital.com/devilish-details-can-derail-your-small-cap-stock-funds/
Visit PWL Capital: https://goo.gl/uPcXg7
Follow PWL Capital on:
- Twitter: https://twitter.com/PWLCapital
- Facebook: https://www.facebook.com/PWLCapital
- LinkedIn: https://www.linkedin.com/company-beta/105673/
Follow Ben Felix on
- Twitter: https://twitter.com/benjaminwfelix
- LinkedIn: https://www.linkedin.com/in/benjaminwfelix/
------------------
#stockmarket #investing #pwlcapital
https://wn.com/The_Problem_With_Small_Cap_Stocks
In this video I'm going to tell you why you should think carefully about owning small cap ETFs.
You probably won’t be surprised if I tell you that small-cap stocks, in general, have outperformed large-cap stocks over the long-term, even on a risk-adjusted basis, with risk measured as standard deviation. This is well-documented around the world and over time. Small caps were the first market anomaly that challenged the capital asset pricing model and resulted in today’s multi-factor models for asset pricing.
My name is Ben Felix, Associate Portfolio Manager at PWL Capital.
Referenced in this video:
Figuring Out Factor Investing - https://www.pwlcapital.com/figuring-out-factor-investing/
The Delisting Bias in CRSP Data - https://www.jstor.org/stable/2329566?seq=1/subjects
Size Matters, If You Control Your Junk - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2553889
You can find the Rational Reminder podcast on
Google Podcasts:
https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz
Apple Podcasts:
https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2
Spotify Podcasts:
https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA
------------------
PWL Capital Blog Post: https://www.pwlcapital.com/devilish-details-can-derail-your-small-cap-stock-funds/
Visit PWL Capital: https://goo.gl/uPcXg7
Follow PWL Capital on:
- Twitter: https://twitter.com/PWLCapital
- Facebook: https://www.facebook.com/PWLCapital
- LinkedIn: https://www.linkedin.com/company-beta/105673/
Follow Ben Felix on
- Twitter: https://twitter.com/benjaminwfelix
- LinkedIn: https://www.linkedin.com/in/benjaminwfelix/
------------------
#stockmarket #investing #pwlcapital
- published: 04 Jan 2019
- views: 187283
5:31
Stocks: Why a small cap rebound could be on the way
Small-cap stocks (^RUT) are still trailing the S&P; 500 (^GSPC) year to date, but some on Wall Street see potential for a rebound. Villere & Co Partner and Portf...
Small-cap stocks (^RUT) are still trailing the S&P; 500 (^GSPC) year to date, but some on Wall Street see potential for a rebound. Villere & Co Partner and Portfolio Manager Sandy Villere joins the Morning Brief to share small-cap names to watch.
Villere highlights that small-caps are under-owned, at only 4% of the broader market. While the S&P; 500 is trading at a 20% percent premium, Villere says small-caps are at a 20% discount. These factors, combined with rate cut hopes, are catalysts for the small-cap sector.
Trading is crowded in names like Microsoft (MSFT), Apple (AAPL), and Nvidia (NVDA), the strategist says. It's why he gravitates toward the "empty rooms." He notes that Ligand Pharmaceuticals (LGND) has plenty of growth opportunities within small-caps, as do smaller names with a little bit of leverage, such as Caesars (CZR). He also emphasizes that regional banks are small-caps worth watching.
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
https://wn.com/Stocks_Why_A_Small_Cap_Rebound_Could_Be_On_The_Way
Small-cap stocks (^RUT) are still trailing the S&P; 500 (^GSPC) year to date, but some on Wall Street see potential for a rebound. Villere & Co Partner and Portfolio Manager Sandy Villere joins the Morning Brief to share small-cap names to watch.
Villere highlights that small-caps are under-owned, at only 4% of the broader market. While the S&P; 500 is trading at a 20% percent premium, Villere says small-caps are at a 20% discount. These factors, combined with rate cut hopes, are catalysts for the small-cap sector.
Trading is crowded in names like Microsoft (MSFT), Apple (AAPL), and Nvidia (NVDA), the strategist says. It's why he gravitates toward the "empty rooms." He notes that Ligand Pharmaceuticals (LGND) has plenty of growth opportunities within small-caps, as do smaller names with a little bit of leverage, such as Caesars (CZR). He also emphasizes that regional banks are small-caps worth watching.
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
- published: 06 Jun 2024
- views: 2180
16:24
Small Cap and Value Stocks
I have concluded many of my videos with some variation of “You’re probably better off in low-cost market cap weighted index funds”, which is a statement that I ...
I have concluded many of my videos with some variation of “You’re probably better off in low-cost market cap weighted index funds”, which is a statement that I believe.
What I have not told you, and the reason that I think I owe you an apology is that I do not invest my own money in market cap weighted index funds.
Referenced in this video:
The Problem With Small Cap Stocks - https://www.youtube.com/watch?v=uErHwq4M6pg
Factor Investing with ETFs - https://www.pwlcapital.com/resources/factor-investing-with-etfs/
Follow the link to read more content from the Passmore/Felix team at PWL Capital.
https://www.pwlcapital.com/teams/passmore-felix/?utm_source=youtube&utm;_medium=copy&utm;_campaign=ben2019&utm;_content=esgratings
------------------
Follow Ben Felix on
- Twitter: https://twitter.com/benjaminwfelix
- LinkedIn: https://www.linkedin.com/in/benjaminwfelix/
PWL Capital Blog Post: https://www.pwlcapital.com/common-sense-confession-unfaithful-market-cap-weighting/
Follow PWL Capital on:
- Twitter: https://twitter.com/PWLCapital
- Facebook: https://www.facebook.com/PWLCapital
- LinkedIn: https://www.linkedin.com/company/pwl-capital/
You can find the Rational Reminder podcast on
Google Podcasts:
https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz
Apple Podcasts:
https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2
Spotify Podcasts:
https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA
------------------
https://wn.com/Small_Cap_And_Value_Stocks
I have concluded many of my videos with some variation of “You’re probably better off in low-cost market cap weighted index funds”, which is a statement that I believe.
What I have not told you, and the reason that I think I owe you an apology is that I do not invest my own money in market cap weighted index funds.
Referenced in this video:
The Problem With Small Cap Stocks - https://www.youtube.com/watch?v=uErHwq4M6pg
Factor Investing with ETFs - https://www.pwlcapital.com/resources/factor-investing-with-etfs/
Follow the link to read more content from the Passmore/Felix team at PWL Capital.
https://www.pwlcapital.com/teams/passmore-felix/?utm_source=youtube&utm;_medium=copy&utm;_campaign=ben2019&utm;_content=esgratings
------------------
Follow Ben Felix on
- Twitter: https://twitter.com/benjaminwfelix
- LinkedIn: https://www.linkedin.com/in/benjaminwfelix/
PWL Capital Blog Post: https://www.pwlcapital.com/common-sense-confession-unfaithful-market-cap-weighting/
Follow PWL Capital on:
- Twitter: https://twitter.com/PWLCapital
- Facebook: https://www.facebook.com/PWLCapital
- LinkedIn: https://www.linkedin.com/company/pwl-capital/
You can find the Rational Reminder podcast on
Google Podcasts:
https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz
Apple Podcasts:
https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2
Spotify Podcasts:
https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA
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- published: 01 Apr 2019
- views: 280175
4:10
Small Caps Can Shine With Reasonable Rates: BofA
Marci McGregor, head of portfolio strategy for Merrill and Bank of America Private Bank, says small cap stocks can shine with reasonable interest rates. She is ...
Marci McGregor, head of portfolio strategy for Merrill and Bank of America Private Bank, says small cap stocks can shine with reasonable interest rates. She is on "Bloomberg Surveillance." She says rates will likely move sideways from here and talks about what to expect from the next Federal Reserve decision.
https://wn.com/Small_Caps_Can_Shine_With_Reasonable_Rates_Bofa
Marci McGregor, head of portfolio strategy for Merrill and Bank of America Private Bank, says small cap stocks can shine with reasonable interest rates. She is on "Bloomberg Surveillance." She says rates will likely move sideways from here and talks about what to expect from the next Federal Reserve decision.
- published: 19 Mar 2024
- views: 1680
4:11
BofA's Jill Carey Hall makes a bullish case for the return of small caps
Jill Carey Hall, Bank of America Global Research head of small and mid-cap strategy and senior U.S. equity strategist, joins 'Closing Bell' to offer her case fo...
Jill Carey Hall, Bank of America Global Research head of small and mid-cap strategy and senior U.S. equity strategist, joins 'Closing Bell' to offer her case for investing in small caps.
https://wn.com/Bofa's_Jill_Carey_Hall_Makes_A_Bullish_Case_For_The_Return_Of_Small_Caps
Jill Carey Hall, Bank of America Global Research head of small and mid-cap strategy and senior U.S. equity strategist, joins 'Closing Bell' to offer her case for investing in small caps.
- published: 13 Jun 2024
- views: 3812