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RL212 — Small Company Stocks: Bear vs Bull Case
Manage episode 438142744 series 3197371
Innehåll tillhandahållet av Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
In this episode, Roshan and Adrian discuss the bear and bull cases for small cap stocks. The bear case highlights the underperformance of small caps compared to large caps, the investments made by big companies in areas like AI and electric vehicles, and the impact of a low interest rate environment. On the other hand, the bull case emphasizes the valuation advantage of small caps, the potential for rate cuts to boost earnings, and the economic gains from reshoring and infrastructure investments. The hosts also discuss the importance of long-term investing, diversification, and conducting thorough research before making investment decisions.
Chapters 00:00 Introduction and Overview 01:05 The Bear Case for Small Cap Stocks 04:10 The Bull Case for Small Cap Stocks 08:08 Valuation and Rate Cuts: Opportunities for Small Caps 11:54 The Impact of Investments and Interest Rates on Small Caps 18:53 Long-Term Investing and Diversification in Small Caps 25:17 The Importance of Research and Professional Advice in Small Cap Investing 28:44 Conclusion
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