There’s Decent Value in Small Caps: Wells Fargo’s Jacobsen

The video discusses the dynamics between small and large cap equities, focusing on the recovery narrative favoring small caps. It highlights the ongoing battle between growth and value stocks, emphasizing the importance of diversification in tactical trading due to market unpredictability. The discussion also covers the economic environment, particularly inflation and growth, and their favorable impact on small caps. Finally, it addresses the challenges posed by market volatility and the resurgence of large caps.

What does the speaker anticipate regarding inflation and growth in the upcoming months?

Evaluate responses using AI:

OFF

In what way does the speaker describe the experience of investing in a volatile market?

Evaluate responses using AI:

OFF