Where to Find Opportunities in Small and Mid-Caps

The video discusses the performance and valuation of small cap stocks, highlighting the impact of a strengthening dollar and market volatility. It emphasizes the importance of quality investment strategies and sector analysis, particularly in consumer discretionary and industrial sectors. The video also explores stock selection strategies and the correlation between interest rates, economic growth, and small cap performance.

What is the current valuation of the small cap market mentioned in the video?

• 18.3 times

• 22.1 times

• 20.5 times

• 15.2 times

How does a strengthening dollar affect small caps according to the video?

• It helps them outperform

• It stabilizes their performance

• It has no effect

• It causes them to underperform

What is the significance of the VIX index as discussed in the video?

• It predicts economic growth

• It shows market volatility

• It measures inflation rates

• It indicates market stability

Which sector is highlighted for its potential growth despite weaker GDP numbers?

• Consumer Discretionary

• Healthcare

• Energy

• Technology

What is the relationship between interest rates and small cap performance as discussed?

• Lower rates lead to better performance

• Interest rates have no impact

• Higher rates lead to better performance

• Higher rates lead to worse performance