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RL212 – Small Company Stocks: Bear vs Bull Case

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. Listen now to learn more about Small Company Stocks: Bear vs Bull Case.

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

To read the Full Show Notes scroll down or click here.

  • Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
  • Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
  • Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905

Listen now to learn more about Small Company Stocks: Bear vs Bull Case.

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Small Company Stocks: Bear vs Bull Case

Full Show Notes:

Listen now to learn more about Small Company Stocks: Bear vs Bull Case.

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

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Securities offered through Arete Wealth Management, LLC, member FINRA, SIPC and NFA.

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