))
RL212 — Small Company Stocks: Bear vs Bull Case
Manage episode 438142744 series 3197371
Contenido proporcionado por Roshan Loungani and Adrian and Roshan Loungani. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Roshan Loungani and Adrian and Roshan Loungani o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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
Follow Us At:
Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
https://youtu.be/hKVzI87v0tA
https://twitter.com/RoshanLoungani
https://www.linkedin.com/in/roshanloungani/
https://www.facebook.com/retirewithroshan/
https://www.linkedin.com/in/financialerik/
https://www.linkedin.com/in/adrian-nicholson-74b82b13b/
#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
240 episodios
Compartir
