Best of Bloomberg Intelligence (03/31/2022)

The video discusses the impact of rising prices on small cap stocks, highlighting a shift in market sentiment due to geopolitical events and interest rate changes. Michael Kasper from Bloomberg Intelligence explains the differences in duration between small and large cap stocks, emphasizing the lower duration and risk of small caps. The discussion also covers the balance sheet strength and leverage concerns of small cap companies, and how current low funding costs and interest rate expectations affect them.

What is the expected Fed funds rate by the end of the year, and how does it compare to previous cycles?

What are the implications of low funding costs for small cap companies?