Best of Bloomberg Intelligence (08/25/2022)

The video discusses market reactions to earnings misses, highlighting that larger companies were favored over smaller ones in the second quarter. It explores the limited forward guidance from S&P 500 companies and how analysts' pessimistic predictions were often dismissed by the market. The discussion also covers the challenges faced by small cap stocks due to inflation and sector divergence, emphasizing the importance of margins in assessing company performance.

What factors are contributing to the pressures faced by small cap companies in the current market environment?

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Discuss the implications of inflation on revenue growth and margins for small cap companies.

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