Mega-Caps: Are They A Threat?

The video discusses market trends, highlighting the performance of major stocks and the tech sector's growth. It explores investment strategies, emphasizing bottom-up research and diversification. The discussion shifts to small and mid cap stocks, considering their potential in the current market cycle. The speakers debate the timing of market cycles and the impact on different stock categories.

Discuss the implications of small and mid-cap stocks in relation to large-cap stocks.

What is your perspective on the future performance of small-cap and mid-cap stocks?