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RL212 — Small Company Stocks: Bear vs Bull Case
Manage episode 438142744 series 3197371
内容由Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson提供。所有播客内容（包括剧集、图形和播客描述）均由 Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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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