Walter Deemer on Small Cap Potential, Historical Market Parallels, and Navigating Speculative Trends

Lead-Lag Live - En podkast av Michael A. Gayed, CFA

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Walter Deemer joins us to unravel the fascinating dynamics of small caps versus large caps in today's stock market, sparking the question: Are small caps the unsung heroes poised to lead future market trends? Together, we examine historical market parallels, particularly the early 1970s, and discuss whether we're witnessing a repeat of those cycles or something entirely new. Key insights are shared on sector weight differences and the potential impact of speculative behavior among younger tra...

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