Podcasts about Small caps

Right now, bond markets are front of mind for investors everywhere. Sticky inflation and ballooning budget deficits are pushing yields higher, and with the RBA looking likely to hike rates once again and the domestic economy under pressure, the question isn't just which stocks look cheap, it's which ones can actually hold up when the cost of capital keeps rising. Small caps are particularly exposed in this environment and get hit harder when sentiment turns. But within this universe, there are always names with the earnings quality, balance sheet strength, or structural tailwinds to hold their ground. To find which ones can weather the storm, Matthew Nicholas from 1851 Capital and Nick Sladen from LSN Capital Partners are running the ruler over four small caps, and sharing a high-conviction pick each of their own.

Matt Barry explains how small-cap stocks demonstrated surprising strength in 2026 driven by robust fundamentals, offering diversification beyond mega-cap tech. He highlights opportunities in industrials, the advantage for active managers in this under-analyzed segment, and advises investors to consider a market-cap weight allocation to small caps for a diversified portfolio.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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Phil Rosen joins Inside The ICE House to unpack Bitcoin's 30% surge, tying most of the gain to the Treasury's buyback announcement and noting the pullback after Jackson Hole. He stays structurally bullish on Bitcoin, pointing to currency debasement as the real long-term driver regardless of Fed noise. On small caps, he flags the Russell 2000's 25% rally as less impressive against a flat five-year stretch and favors rotating into large caps here. Rosen doubts Warsh will hike in September despite market odds suggesting otherwise, arguing the AI CapEx cycle matters more than a quarter-point move. He closes by noting a surprise hike would sting near-term, but strong earnings give the market room to absorb it.

At the close of BNC#9, Alec Hogg sat down with David Shapiro and Piet Viljoen to unpack the conference. Viljoen made the numbers case for South Africa: bar the two big banks, every stock in his portfolio trades at a discount of thirty percent or more to what he thinks it is worth, and the market is effectively paying investors fifteen percent a year just to stay put. Shapiro made the human case, and the uncomfortable one, running through what three days without power does to a family in Johannesburg, and why he still believes America out-competes an ageing Europe on sheer will to win.

Teuer ist nicht automatisch unattraktiv, hohe Renditen sind nicht nur ein Risiko: Das sind zwei Kernthesen von Endrit Çela in Folge #319 von börse@home mit Edda Vogt. Çela rechnet auf Sicht von mehreren Jahren mit sinkenden Renditen langlaufender Staatsanleihen: Dauerhaft hohe Refinanzierungskosten seien für schwach wachsende Volkswirtschaften kaum tragbar. Bei Aktien hält er das KGV allein für wenig aussagekräftig. Erst zusammen mit dem erwarteten Gewinnwachstum zeige sich, ob ein Markt teuer ist. Deshalb zieht er den S&P 500 trotz seiner höheren Bewertung anderen Indizes vor, während der Hang Seng für ihn günstig bewertet ist. Im Energiesektor sieht Çela nach der starken Rallye nur noch begrenztes Potenzial, sofern die Geopolitik nicht erneut eskaliert. In Europa achtet er auf international erzielte Umsätze, Preissetzungsmacht und solide Geschäftsmodelle. Deutsche Mid Caps bieten Chancen, doch Liquidität gehört zur Renditerechnung: Was nützt ein guter Kurs, wenn sich eine Position im Ernstfall kaum verkaufen lässt? Eine Cashquote von 4 bis 5 % hält er kurzfristig für gesund. Langfristig bleibt seine klare Botschaft: Für den Vermögensaufbau führt kein Weg an Aktien vorbei.

This week, Phil welcomes special guest Jeremy Javidi, Senior Portfolio Manager at Columbia Threadneedle Investments, to talk about the opportunity in small caps.

En el podcast de hoy te comparto mi idea más reciente: invertir en small caps / mid caps a nivel patrimonial. Te comparto los motivos que tengo para pensar que pueden subir mucho en bolsa.RECIBE EL INFORME CON LOS FONDOS QUE ESTOY VALORANDO: https://mailchi.mp/c243751d3eca/vma0euuliw

An intriguing market divergence unfolded on Dalal Street today. While IT and FMCG selling dragged the Nifty down 0.17% to 23,873 on weekly expiry, broader markets rallied sharply with Midcap and Smallcap gauges rising over 0.5%. Meanwhile, BSE's CEO delivered a major regulatory reality check, clarifying that post-IPO, NSE cannot list on its own platform. Join tonight's wrap-up for an institutional breakdown of upcoming market levels.

An intriguing market divergence unfolded on Dalal Street today. While IT and FMCG selling dragged the Nifty down 0.17% to 23,873 on weekly expiry, broader markets rallied sharply with Midcap and Smallcap gauges rising over 0.5%. Meanwhile, BSE's CEO delivered a major regulatory reality check, clarifying that post-IPO, NSE cannot list on its own platform. Join tonight's wrap-up for an institutional breakdown of upcoming market levels.

An intriguing market divergence unfolded on Dalal Street today. While IT and FMCG selling dragged the Nifty down 0.17% to 23,873 on weekly expiry, broader markets rallied sharply with Midcap and Smallcap gauges rising over 0.5%. Meanwhile, BSE's CEO delivered a major regulatory reality check, clarifying that post-IPO, NSE cannot list on its own platform. Join tonight's wrap-up for an institutional breakdown of upcoming market levels.

Reporting season is done and dusted for another six months. And as my colleagues have pointed out in their respective wrap-ups, for all the angst heading in, Australian companies came out of it in better shape than many expected. The backdrop, however, is a different story. Bond yields have pushed higher, the consumer is weakening, inflation remains sticky, and uncertainty is the only certainty on the horizon. If you had to sum it up in one line: it's tough out there. We kick off this two-part reporting season wrap-up of Buy Hold Sell with the small caps, and in light of the doom and gloom, we asked our guests to bring a positive insight they took from the season. For Ben Richards of Seneca, it was the breadth of the market, with the Small Ordinaries rising 6% while the ASX 200 remained broadly flat. For Steve Johnson from Forager Funds, it was the return to form for software companies - reliable revenue, improving margins, and the SaaS apocalypse narrative finally creating some discipline in the space. We unpack six small-cap stocks in this episode, the ones who were solid from the ones who were sold off, and sort out the winners form the losers (plus a few bonus picks). Keep an eye out for our next episode with Tom Stelzer covering the large caps.

Andrew Page (Founder, Strawman) is back to make the case for two of the market's more volatile corners: Australian small caps and Bitcoin. He unpacks why overlooked companies can create outsized opportunities, how AI has transformed his research process, and why one painful lesson from Pro Medicus changed the way he thinks about holding great investments. Then, Andrew explains his remarkable reversal on Bitcoin and why it remains his highest-conviction position.In this episode:00:00 Introduction03:55 Small Caps and Conviction07:44 Finding Winning Investments14:00 Building a Better Process18:19 AI Changes Investing23:41 Andrew's Small-Cap Pick29:44 Investing in the AI Boom35:15 Why Adrad Could Reprice38:36 Andrew's Bitcoin Thesis43:41 Bitcoin Versus Gold47:03 Bitcoin's Long-Term FutureStocks & ETFs mentioned: Adrad Holdings (ASX: AHL), Pro Medicus (ASX: PME), Stealth Group Holdings (ASX: SGI), BHP Group (ASX: BHP), Commonwealth Bank (ASX: CBA), Nvidia (NASDAQ: NVDA), Xero (ASX: XRO), News Corp (ASX: NWS), DroneShield (ASX: DRO), Bitcoin (BTC), Gold———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Robert explains why successful investing often means enduring long stretches of uncertainty and volatility while giving compounding enough time to work. He breaks down why Bitcoin currently offers one of the most compelling risk-reward setups he sees across markets, and what sentiment, fundamentals, and market cycles could be signaling about its next chapter. He also discusses navigating a cold streak in small-cap investing, shifting market leadership, and how the latest earnings and Federal Reserve developments could influence his positioning.

Should we be concerned about the United States rising debt? What are your estate planning questions?   And let's talk about the stock market downturns and small caps' strong first half of 2026!   Those are some of the topics covered in this week's Market Moment with Matt, Isaac and Eli. Eli is a special host on the podcast because he spends a lot of time working on our show, Data Brief. In this episode, Eli introduces Matt and Isaac to some new research from Morningstar surrounding the 4% distribution theories and retirement planning information. He will break this study down even further in his upcoming Data Brief - new episodes every other Friday! 01:41 Record U.S. Debt but the interest payments are in the historical average 04:32 Small caps had a strong first half of 2026, are they finally coming back? 07:50 Federal Estate Tax Exemption, could this be reduced in the future? 15:07 Stock market downturns are healthy and normal 17:36 Morningstar's study on distributions and retirement planning strategies    

The Russell 2000 set a fresh record to close out last week even as large caps struggled. On tomorrow's InvestTalk, we look at what leadership rotation historically signals, and how investors should think about size exposure without chasing a two-week move.Today's Stocks & Topics: Vanguard Morningstar Mid-Cap Value Index Fund Admiral Shares (VMVAX), Market Wrap, Rollins, Inc. (ROL), Household Debt, American Electric Power Company, Inc. (AEP), Small caps woke up: is the rally finally broadening?, Physical Gold or Gold Stocks, Apple Inc. (AAPL), Housing Insurance.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videosKeine Iran-Gespräche geplant. US-Zinsen auf Höchststand seit 2007. Klarna crasht. Baidu & Xiaomi schrumpfen. Home Depot meldet zurückhaltende Kunden. Nike auf Tief seit 2014. Google kauft Spirit-Airlines-Daten für KI. Meta droht Milliarden-Strafe.Small Caps performen 2024 besser als Large Caps. Russell 2000 schlägt den S&P 500. Warum das so ist, ob Europa mithält und welche Rolle Value-Faktoren, Japan und Emerging Markets spielen. Das alles gibt's im Makro Mittwoch mit Christian Röhl.Diesen Podcast vom 19.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Milissa Hutchinson discusses why the AI investment theme remains a powerful market driver while highlighting opportunities beyond the Mag 7 and U.S. equities. She points to small-cap stocks as attractive beneficiaries of the AI innovation cycle and explains why current bond yields, particularly in municipal bonds, offer compelling income opportunities for investors.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Horizon's Clark Allen discusses why active management and selective investing may be well-positioned in the current market. He highlights opportunities in small- and mid-cap stocks, international equities, and Horizon's ETF lineup, including HBTA, while outlining the continued growth potential for active ETFs.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode of Macro, Micro and Small Cap News, we take a deep dive into UK market liquidity and outline a macro plan to fix wealth inequality while jump-starting domestic enterprise. Inspired by U.S. capital participation and newborn account models, we present a 10-point proposal to transform the Junior ISA (JISA) into a public-private wealth engine. Plus, an extended summer discount and three UK stocks worth adding to your watchlist.Key Topics Covered: Summer Discount Extension: Explaining the difference between meteorological and astronomical summer, plus an extension on the POD40 discount code (40% off Sharepickers Investment Club through August 31st). A Macro Story — Rebooting the UK Market: US vs. UK Market Culture: Why 60% of Americans invest in stocks versus only 35% in the UK, and how U.S. capital powerhouse status creates a virtuous liquidity cycle. The Upgraded JISA Proposal: Seeding every UK newborn with £1,000, allowing tax-deductible matching for donors/corporations, and requiring a mandatory 50% allocation to low-cost UK equity index funds. The Growth Math: How £1,000 at 7.5% annual return grows to £3,676 by age 18, or £14,800+ with modest £25/month family top-ups. 10 Economic Benefits: Igniting practical childhood financial literacy, re-energising domestic listed companies, banishing active fund fees, and creating a share-owning democracy. Parliamentary Petition: Feedback call on bringing this proposal to Parliament. 3 Stocks Worth Researching:The Property Franchise Group (#TPFG) S4 Capital (#SFOR) WINVIA (#WVIA) Rght now you can get 40% off the Sharepickers Investment club with our SPECIAL SUMMER 40% OFF CODE.This code expires on 31st August 2026To take advantage visit Sharepickers dot com, scroll down and use this code where you see the label, “Have a Coupon”Type inPOD40That's capital P capital O capital D and the number FOUR ZERO without any spacesYou will get 40% off £249, which means you get membership for £149 and this code is valid for as 

 This past week saw mixed performances in the stock market – large-cap stock indexes continued to climb with the NASDAQ leading the way with a 2.3% increase due to strong earnings from major tech companies, but mid and small-cap indexes saw declines due to announcements from the Federal Reserve. It’s a tech-focused show this week as the shop digs into the large-cap bump, reveals which small and mid-caps are worth hanging on to, and why precious metals are showing signs of life at GLD and COPX. In this video for educational purposes only, Don Vandenbord, Connor Bates, Todd Thomas, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 00:00 – Opening Bell 01:00 – This Week in the Markets 12:30 – Signs of Life in Precious Metals – GLD, GDX, COPX, CPER, PIK, FCX 19:30 – Volume Catalysts – CHYM, TWLO, ABNB, PLTR, AMZN, MSFT 25:00 – Signs of an Uptrend – ARKG, XBI, NTRA, TWIST, NGH 31:45 – One Last Look at the S&P 500 The Your Money Radio Podcast covers general topics and investment ideas for research. It is for educational and entertainment purposes ONLY and is NOT meant to be investment advice. If you want or need investment advice, contact your own advisors or ⁠reach out to Revere Asset Management⁠ for individual investment advice. For more information contact us. The post LARGE CAPS UP, SMALL CAPS DOWN AS TECH BOOMS | Your Money Podcast Ep. 602 appeared first on Revere Asset Management.

In this episode of the Theory of Thing Investment Podcast: Powered by Small Caps, host James Whelan sits down with Golden Globe Resources (ASX: GGR) CEO Colin McMillan to discuss the company's phase-one progress, high-grade rock chip results (4.2% Cu, 0.5g/t Au) following the rediscovery of the historic Burns Spur Copper Mine, upcoming exploration at the Alma project near Mount Morgan, and promising proof-of-concept drilling at Neela Creek in the Lachlan Fold Belt.Later, Heath Moss from HLM Investments joins the show to break down macro market trends, including the S&P 500 and ASX reaching record highs, Palantir's strong earnings validating AI demand, and major technical breakouts in copper and gold. The episode wraps up with sector commentary on Australian retail earnings, global oil dynamics, and weekly sports picks.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Noosa MIning Wrap Up!! Copper Explorers Webinar!! In this episode, James Whelan and Heath Moss discuss recent market trends, mining conferences, and the impact of AI and tech stocks on the economy. They share insights on small caps, resource investments, and the US market outlook, providing valuable tips for investors.key topicsMarket trends post-mining conferenceImpact of AI on tech stocksSmall cap investment opportunitiesUS market reaction to earnings reportsResource sector outlook and mining stocksguest nameHeath MosstitlesMarket Trends and Mining Insights with Heath MossAI and Tech Stocks: What Investors Need to KnowSound Bites"People are still finding it tough to go.""Market reacts to data, not forecasts.""AI is making a real difference in revenue."Chapters00:00Introduction and Market Overview47:12:15Heath Moss's Market and Weather Update211:05:41Highlights from Noosa Mining Conference3666:39:09Sector Sentiment and Exploration Activity5277:45:58Key Takeaways from Mining Presentations6749:59:25Investment Summit and Fund Performance9138:52:49Bond Market and Yield Movements10749:59:31Australian Productivity and US Comparisons12472:12:59Small Cap Managers and Resource Exposure13861:06:23Networking and Industry Events15416:39:47Top Holdings and Portfolio Insights17083:19:56Copper Webinar and Sector Focus18722:13:16US Market Movements and Earnings20777:46:36Federal Reserve and Market Confidence24194:26:36Microsoft Earnings and AI Impact25833:19:56Hyperscalers and Cloud Investment27694:26:36US Tech Giants and Market Divergence29638:53:16AI Infrastructure and Investment Outlook31722:13:16Tech Guidance and Market Concerns34055:33:16Cloud Demand and Open Source Models35333:19:56Bullish Sector Outlook and Future Trends37111:06:40Footy Tips and Market Sentiment38638:53:20Closing Remarks and Next StepsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

This week Nick talks to Gabriel Sacks Gabriel is lead manager of Aberdeen Asia Focus plc and a member of the investment team managing Aberdeen's Global Emerging Markets Income and Global Emerging Markets Smaller Companies strategies. During his time in Singapore, he also managed the Asian Smaller Companies Fund until returning to London in late 2022, while contributing to a range of Asian and global emerging markets portfolios. Gabriel holds an MA (Hons) in Land Economy from Selwyn College, Cambridge, and is a CFA charterholder. Nick and Gabriel discuss the investment case for Asian smaller companies and the evolving outlook for emerging markets. Drawing on more than 17 years of experience at Aberdeen, Gabriel explains why he believes the region offers attractive long-term growth opportunities. The conversation explores the drivers behind renewed investor interest in emerging markets, including diversification away from the US, the recovery in sentiment towards China, and the structural growth stories in India and Vietnam. Gabriel outlines Aberdeen Asia Focus plc's investment philosophy, emphasising high-quality businesses, strong governance, disciplined portfolio construction, and the importance of identifying under-researched companies with sustainable competitive advantages. Book Choices Range: Why Generalists Triumph in a Specialized World by David EpsteinGodfather of the Kremlin by Paul KlebnikovMusic ChoicesJamiroquai - Virtual InsanityAlmir Guineto - ConselhoThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Wall Street has spent years warning about a recession, weak consumer spending, and an inevitable stock market correction. But what if the data tells a completely different story? In this interview, Chris Galipeau, Head Market Strategist at Franklin Templeton, joins Maggie Lake to explain why the U.S. economy remains far more resilient than many investors believe. He shares why corporate earnings continue to surprise to the upside, why the U.S. consumer is still driving economic growth, and why today's bearish narrative doesn't align with what's happening beneath the surface. Chris also breaks down why AI may become a productivity boom rather than a job killer, where he sees the biggest investment opportunities beyond the Magnificent Seven, why small-cap stocks could outperform, and the one Federal Reserve policy mistake that could threaten the current bull market. Topics discussed: -Why recession fears keep missing the mark -The real outlook for the U.S. economy -Stock market outlook for 2026 -AI investing and corporate productivity -Why earnings matter more than politics or geopolitics -Small-cap stocks vs. the Magnificent Seven -Federal Reserve policy and inflation risks =Where investors should be looking next Whether you're investing for retirement, managing a portfolio, or trying to understand where markets go from here, this conversation offers a data-driven perspective on the economy, stocks, AI, and long-term investing.

Everyone calls the S&P 500 "the market." But is it really? In this episode of 7investing Live, founder and CEO Simon Erickson breaks down what the market actually is in 2026, and why the benchmark you're using matters more than you think. There are roughly 5,600 companies listed on the NYSE and NASDAQ, yet just 500 of them make up 80% of the total US market value and the top 10 stocks alone now account for a staggering 36.4% of the S&P 500 index.Simon walks through the numbers behind today's market concentration: NVIDIA (NASDAQ:NVDA) sitting at the top as a nearly $5 trillion company, the S&P 500's $69 trillion total market cap, and why the index now rises and falls with Big Tech and the AI trade. Then the conversation turns to the more surprising story of 2026: the Russell 2000 small-cap index is up 20.7% year-to-date, nearly double the S&P 500's return, marking its best first half since 1991 and its widest margin of outperformance over the large-cap index since 2001.What's driving the rotation? Simon and Heather dig into mega-cap fatigue, stretched valuations for companies like Microsoft (NASDAQ:MSFT), the worst performer of the top 10 constituents, down 20% this year, 40%+ forecasted earnings growth for small caps, and the under-the-radar AI infrastructure plays like Lumentum (NASDAQ:LITE) hiding in the small-cap fish pond. Plus, a preview of later this week: three small-cap ideas with 20-bagger potential.0:00 - Welcome and 7investing Overview2:00 - Large-Cap Dominance: A closer look at the S&P 5007:02 - The Entire Market: An Introduction to the Russell 3000 Index8:32 - A Small-Cap Index: An Introduction to the Russell 200010:56 - Why are Small Caps Outperforming in 2026?13:40 - Returns of the Top 10 Companies in the S&P 50016:50 - Q&A: Investor behavior and risk toleranceWant to see all of our official stock recommendations? Visit 7investing.com/subscribe and get your first 7 days of premium access completely freePublicly Traded Companies Mentioned:NVIDIA (NASDAQ:NVDA)Apple (NASDAQ:AAPL)Microsoft (NASDAQ:MSFT)Amazon (NASDAQ:AMZN)Alphabet (NASDAQ:GOOGL, NASDAQ:GOOG)Berkshire Hathaway (NYSE:BRK.B)Broadcom (NASDAQ:AVGO)Lumentum (NASDAQ:LITE)Indexes/ETFs referenced: S&P 500 (SPY), Russell 3000, Russell 2000 (IWM)Private / Pre-IPO Companies Mentioned:OpenAIAnthropicHashtags#7investing #SimonErickson #SP500 #Russell2000 #smallcapstocks #stockmarket #investing #stocks #NVIDIA #bigtech #AIstocks #marketanalysis

Alissa Coram and Ken Shreve walk through Wednesday's market action with key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week's Lagniappe podcast explores a market that continues to trade in a holding pattern. Greg and Doug discuss why easing inflation has helped calm markets, how strong bank earnings are setting an optimistic tone, and why small- and mid-cap stocks continue to outperform as demand for AI infrastructure fuels growth across the broader economy. The guys also recap an exciting FIFA World Cup semifinal round and preview Sunday's Argentina-Spain final. They close by discussing rising bond yields, what current betting markets suggest about the 2026 U.S. midterm elections, and why reducing political uncertainty could become an important catalyst for markets later this year. Key Takeaways [0:17] – Markets Remain in a Holding Pattern [1:57] – Iran, Oil Prices & Market Volatility [3:44] – Earnings Season Begins [5:00] – Why Small- & Mid-Cap Stocks Are Leading [8:34] – World Cup Semifinals Recap [11:07] – Bonds, Interest Rates & Inflation [13:45] – Midterm Elections & Betting Markets View Transcript Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

Brian Jacobsen discusses the case for diversified, equal-weighted ETFs and growing opportunities in small and mid-cap stocks. He examines the shift from AI infrastructure plays toward profitable AI applications, while pointing to strong earnings and a resilient labor market as key supports for the broader market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

​Ryder Capital has just clocked up its third consecutive year of 25% plus returns, and has been paying consistent, growing dividends since 2018. ​In this episode Lauren De Zilva explains how Ryder looks for mispriced opportunities and the thesis behind the firm's largest portfolio holding. She also shares two small-cap investments that meet Ryder's disciplined investment process.   Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. Discover decision-grade AI now - Visit alpha-sense.com/livewire to get started.

summaryIn this episode, James Whelan and Heath Moss discuss recent market trends, innovative investments in electric vehicles, critical minerals, and upcoming mining conferences, providing valuable insights for investors and industry enthusiasts. key topicsJanus Electric's US expansion and battery truck conversionsFast-tracking mining permits with Fast 41Lithium project drilling in Brazil by SolusUpcoming Noosa Mining Conference and BHP explorationMarket outlook: gold, copper, and tech stocksGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

New data shows retail traders are piling into speculative assets and individual momentum plays while largely ignoring broad index exposure in the S&P 500 — a behavioral pattern that historically signals late-cycle risk-taking. We explore the psychology behind this trend and why chasing shiny objects almost always ends badly for individual investors.Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Market Wrap, Brussels and European Banks, Coherent Corp. (COHR), Retail Investors Chase Shiny Objects While Ignoring the S&P 500, iShares Core Dividend ETF (DIVB), Lennox International Inc. (LII), Airbnb, Inc. (ABNB), Charter Communications, Inc. (CHTR), Small Caps.Advertising Inquiries: https://redcircle.com/brands

We examine the investment case for small-cap stocks. (0:30) - Small-cap Investing: Where Should You Be Looking Right Now? (4:00) - How Did AI Help Push Small-cap Investments? (11:00) - Will Federal Interest Rates Impact Small-cap Investments? (21:30) - Where Can You Find AI Investments Right Now? (26:00) - Acuitas Small Cap Active ETF: AIMS (29:30)  - Episode Roundup: AIMS, IWM, IJR, PSCT, BE, WULF, STRL, CRDO, MOD Podcast@Zacks.com

Small caps are outperforming YTD… by some measures breaking 30-year records. Can this trend last through 2026 and beyond?    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The case for the Fed to ease interest rates "is not there," says Gina Martin Adams, arguing inflation has too much uncertainty to warrant a cut. She also outlines a situation in the bond market she believes fixed income investors are not prepared for. Gina adds that small caps and "riskier" equities will face certain pressure from a tentative interest rate hiking cycle. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Philip Blancato, CEO of Ladenburg Thalmann Asset Management, argues the U.S. economy remains resilient, supported by strong corporate earnings and continued AI-driven investment. He highlights opportunities in small caps, municipal bonds, commodities, and industrial companies benefiting from the broader spillover effects of AI spending, while making the case for a long-term materials super cycle.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Matt Zenz of Longview Research Partners joins Excess Returns to explain how evidence-based investing can help investors navigate AI excitement, market concentration, high valuations, IPO hype, factor investing and fixed income tax drag. We discuss why bubbles are hard to identify in real time, why diversification still matters, how valuation spreads shape expected returns, what AI capex does and does not tell us, and how investors can think about taxable bonds more efficiently.Longview Research Partnershttps://longviewresearchpartners.com/Main topics coveredWhy evidence-based investing matters during bubble-like marketsThe emotional reality of holding risk assets through painful periodsHow to think about market concentration without jumping straight to bubble callsWhy global diversification changes the mega-cap dominance storyWhat high market valuations mean for financial planning and expected returnsWhy wide valuation spreads may create a better setup for value stocksWhat factor research says about AI capex and corporate investmentHow Longview builds a diversified factor strategy around discount ratesWhy implementation, trading flexibility and scale matter in factor investingThe small cap premium debate, IPOs, fallen angels and survivorship biasWhy AI may increase data mining risk in quantitative investingHow fixed income tax drag can quietly reduce after-tax returnsTimestamps00:00 Why painful markets create future return premiums04:00 Market concentration, AI winners and the value of diversification09:40 How high valuations should influence financial planning13:12 Why wide valuation spreads matter for value investors14:01 What factor research says about AI capex16:20 How Longview's EBI strategy looks for higher discount rates18:58 Why Longview starts with the market and then tilts21:45 Comparing 1999, 2008 and today through expected returns24:33 Intangible assets, price-to-book and the limits of accounting adjustments28:32 SpaceX, IPOs and how indexes handle new mega-cap companies33:21 Why implementation and trading flexibility can affect returns36:17 Passive flows, price elasticity and market price discovery39:35 The small cap premium, IPOs and fallen angels42:21 Are today's small caps lower quality than history?46:01 Why AI may not uncover the next great factor premium48:04 Why fixed income may be the most inefficient part of taxable portfolios51:29 How LVIG tries to convert bond income into deferred capital appreciation52:50 The after-tax return opportunity from tax deferral54:58 Which investors may benefit most from tax-efficient fixed income56:26 Where to learn more about Matt Zenz and Longview

Welt-ETFs gelten oft als einfache Lösung: breit gestreut investieren, Sparplan laufen lassen, fertig. Doch gerade bei den großen globalen ETF-Konzepten zeigen sich deutliche Unterschiede – bei Kosten, Ländergewichtung, Indexlogik, Performance, Nachhaltigkeitsfiltern und der Frage, wie viel USA-Anteil wirklich ins Portfolio gehört. In dieser Ausgabe von echtgeld.tv stellt Tobias Kramer gemeinsam mit Jannes Lorenzen, Geschäftsführer von justETF, die acht Welt-ETFs vor, die es auf die Shortlist beim PortfolioAward geschafft haben. Die beiden schauen auf quantitative Auswertungen, Kennzahlen wie Fondsvolumen, TER und Drei-Jahres-Performance sowie auf die ergänzende Auswahl durch den Expertenbeirat. Tobias und Jannes vergleichen klassische Weltkonzepte wie den MSCI World, breitere Ansätze wie ACWI IMI und FTSE All-World, spezielle Strategien wie Value, ESG, Ex-USA und Multi-Faktor – und ein fast 25 Jahre altes Welt-ETF-Fossil, das mit einer sehr simplen Idee bei der Drei-Jahres-Performance besonders auffällt. Dabei geht es nicht darum, den einen perfekten Welt-ETF auszurufen. Es geht um Einordnung: Welche Strategie steckt hinter welchem Produkt? Wo liegen Kosten- und Diversifikationsunterschied? Wie stark fällt die USA-Gewichtung aus? Und welches Konzept passt zu welcher Art von Anleger? Am Ende entscheidet Ihr: Welcher Welt-ETF soll beim PortfolioAward zum ETF des Jahres gewählt werden?

In Episode 194 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the "June swoon" and the powerful market rotation shaking up underlying sector leadership. They analyze insights from Sonu's time at the Economic Club of New York, covering Scott Bessent's speech on national security industrial policy, Kevin Warsh's influence at the Fed, and the broader message of the global market.The episode also digs into an unprecedented market breadth anomaly, a massive weekly outperformance in healthcare, the state of small caps, and why the current bull market is far from finished.From Apple's steep hardware price hikes and roaring nominal consumer spending to structural lessons from the 1990s dot-com bubble, the conversation connects the week's biggest headlines to the harder macroeconomic data underneath.Key Takeaways:The S&P 500 logged a five-day losing streak, yet advancing stocks outnumbered decliners every single day, a market anomaly unseen in nearly 30 years. Meanwhile, major advanced-decline lines hit all-time highs.While mega-cap tech paused, mid-caps rose 2.9% and small caps grew 3% month-to-date. Concurrently, healthcare staged an extraordinary 8% weekly jump, marking its largest weekly outperformance on record.Market warnings are often early; the S&P 500 doubled over the three years following Alan Greenspan's 1996 "irrational exuberance" speech. Navigating secular waves like AI requires strategic re-diversification, not exiting the equity market early.While inflation-adjusted real consumption sits around 2%, nominal spending rocketed at an 8.6% annualized pace over the last three months. Because corporate revenue is nominal, this massive wave of consumer spending continues to bolster corporate earnings.Driven by AI-related memory chip shortages, Apple announced steep price hikes including 30% for the HomePod mini and 55% for Apple TV. This demonstrates how one company's supply chain inflation becomes another tech supplier's margin expansion.Massive fiscal deficits at 6% to 7% of GDP mirror the late 1960s, continuing to inject liquidity and minimize near-term recession risks. We expect the Fed to keep rate cuts on pause as core services inflation remains sticky at a 4% annualized pace.While June represents a seasonally weak timeframe, July is historically the strongest month for stocks over the past 20 years, closing positive in 13 of the last 14 years.Jump to:0:02 - Welcome And NYC Market Leaders6:36 - June Swoon Turns Into Rotation9:50 - Breadth Thrust And Sector Breakouts16:24 - AI Momentum And Dotcom Lessons27:40 - Inflation Pressures And Apple Pricing33:32 - Fed Pause Risks And Fiscal Deficits35:42 - July Seasonality And Wrap UpConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

"A hat full of surprises" is how Tony Welch classifies the first half of 2026, noting market resiliency in the face of geopolitical uncertainty. That said, he sees valuations "relatively high" in the AI space and doesn't see much more room to run for related stocks. Tony urges investors to brace for an AI rotation and points to other sectors he sees benefiting from the movement. The vast outperformance in small caps is something he expects to continue due to the U.S. economic outlook. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Matthew Bartolini breaks down record ETF inflows surpassing $1 trillion in 2026, highlighting a resurgence in small caps driven by A.I. spending. He points to strong demand for sector ETFs, especially in technology and industrials, with aerospace and defense benefiting from rising geopolitical tensions and increased spending.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Eric Criscuolo, NYSE Market Strategist, recaps a volatile week as the S&P 500 declined amid weakness across mega-cap and AI-linked names. A growing divide within the AI trade emerged, with hyperscalers and software under pressure while memory and chip suppliers saw sharp swings. Despite index weakness, market internals held firm, with eight sectors higher and small caps outperforming. Rotation into Healthcare and Financials accelerated alongside falling oil prices, easing yields, and shifting Fed expectations. Focus now turns to quarter-end flows, key data including payrolls, and evolving AI spending trends.

 In this week's episode, David and Ian discuss the the recent rise in the U.S. Dollar and how that is interesting when paired with Emerging Markets and Small Caps outperformance. They also discuss the current range the S&P 500 has been in since May, the failed breakout in long-term interest rates, market breadth, and thinking in terms of percentages rather than nominal dollar values. 

Nancy Prial, Co-CEO of Essex Investment Management, urges investors to rotate beyond crowded AI trades into small- and mid-cap stocks with improving valuations and earnings. She highlights healthcare strength, especially in pharma and biotech, and names Axsome Therapeutics (AXSM) as a key opportunity. Prial also points to a resilient U.S. economy, supported by reshoring, infrastructure, energy, and a stabilizing housing market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Two big things you need to know:First, forward P/Es have generally been de-frothed, but haven't looked deeply compelling for the major US indices.Second, the valuation case for the broadening trade still has some room (Small Caps, certain cyclical sectors, non-US developed market equities), but requires close monitoring.

For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and Conviction Investing's favorite stock right now (22:00) Leslie's an example of pure alpha (31:50) Position sizing (41:00)Show Notes:Investing In Small Caps With Courage And ConvictionBuzzFeed: Sum Of The Parts Upside Has Yet To Play OutTranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Is the stock market's advance in April and May “too good to be true”? We explore why market pessimism may be missing the bigger picture. Then, Head of Global Small Cap Equities Michael Oliveros joins us to discuss what he learned about artificial intelligence during a recent trip to China, and the emerging economics of space. (Invesco Distributors, Inc.)

The big things you need to know:First, lingering concerns about interest rates and the Fed flared up on Friday after a surprisingly strong NFP report. We run through our thoughts on why this hit the Nasdaq so hard and note that risk of a tier 1 / garden variety pullback (5-10% from peak) has risen in the near term.Second, other things that jump out include the recent drop in bitcoin, which supports the idea that risks of a tier 1 pullback have risen, and the sharp drop in Small Caps on Friday on interest rate fears.

This week's show covers lots of emails as always, hiring the right financial advisor, and why stocks are doing so well even when the news seems bad.