Looking for Opportunities in Small-, Mid-Cap Tech: First Franklin

The video discusses investment opportunities in the housing and tech sectors. It highlights the potential of the housing market due to a significant drop in mortgage rates and suggests that the sell-off in 2018 was overdone. The tech sector is analyzed with a focus on NASDAQ's performance and the overcrowding of large-cap tech stocks. The video also explores small cap investments, noting recent fund inflows and the impact of trade wars.

What significant change in the housing market is expected to attract buyers?

• Rise in construction costs

• Drop in mortgage rates

• Increase in home prices

• Decrease in housing demand

What is the current state of the NASDAQ according to the video?

• It has reached its lowest point of the year

• It is experiencing high volatility with no clear trend

• Net long contracts have reached their highest point of the year

• It is stable with no significant changes

What investment strategy does the speaker suggest for the tech sector?

• Invest in tech indexes

• Focus on large cap tech stocks

• Invest in small and midcap tech stocks

• Avoid tech stocks altogether

How did the Russell 2000 perform during the first round of the trade war?

• It experienced significant losses

• It was a safe haven

• It outperformed other indexes

• It remained unaffected

What recent trend is observed in the small cap sector?

• Decrease in fund inflows

• Complete withdrawal of funds

• Increase in fund inflows

• Stability in fund inflows