International Small Caps Favored, Intrepid Capital's Travis Says

The video discusses market overvaluation, focusing on the Russell 2000 and S&P 500 indices. It highlights the potential for reallocating investments towards fixed income due to competition from the treasury market. The discussion shifts to small caps, noting their volatility and the preference for international small caps with attractive dividends. Specific investment opportunities in companies like WPP and Royal Mail Group are explored. The video also covers market risk and volatility, emphasizing the importance of buying volatility as a form of insurance. Finally, it highlights international small caps, particularly in France and Australia.

What are the potential benefits of investing in companies like WPP and Royal Mail?

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How does the current market pricing for risk and volatility appear based on the discussion?

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What are some specific examples of international small cap companies mentioned, and what makes them noteworthy?

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