Why Small Caps Are the Place to Be in a Rising Rate Environment

The video discusses the economic improvement in 2018 driven by business spending, contrasting it with previous consumer-led recoveries. It highlights the positive impact of a pro-business administration on small cap stocks. The discussion also covers the effects of rising interest rates, suggesting that small caps will benefit from improved economic activity. Additionally, the video explores mergers and acquisitions, emphasizing opportunities for small cap companies to be acquired and integrated into larger portfolios.

What factors are contributing to the business-led recovery mentioned in the text?

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How have small cap stocks performed in a rising interest rate environment according to the speaker?

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In what ways do small cap companies benefit from improved economic activity?

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What trends in mergers and acquisitions are observed for small cap companies in the current economic cycle?

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What is the significance of corporate cash sitting on balance sheets in relation to small and microcap stocks?

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