The Big Opportunity for Small Caps in 2020

The video discusses the potential for small caps to outperform large caps based on current valuations and economic conditions. It highlights the historical context, macroeconomic indicators, and the impact of global trade on small caps. The speaker provides an outlook for the coming year, suggesting that small caps may benefit from a recovery period in the US and improved global growth conditions. The video also covers investment strategies, emphasizing the importance of diversification and the potential for growth stocks and international markets to offer better opportunities.

What is the main reason small caps might outperform large caps according to the first section?

• Stronger international presence

• Better management teams

• Current low valuations

• Higher dividend yields

Which macroeconomic indicators are mentioned as being correlated with the performance of small versus large caps?

• Unemployment and interest rates

• ISM and PMI

• GDP and inflation rates

• Consumer confidence and retail sales

How might global growth conditions affect small caps?

• They would have no effect

• They would negatively impact small caps

• They would positively impact small caps

• They would only affect large caps

What is the investment strategy regarding small caps and growth stocks in the US?

• Underweight both small caps and growth stocks

• Overweight both small caps and growth stocks

• Underweight small caps and overweight growth stocks

• Overweight small caps and underweight growth stocks

Where is growth expected to accelerate according to the third section?

• In South America

• In Europe and certain emerging markets

• In Asia and Africa

• In the US only