RL196 — Small Cap Insights: Key Investment Takeaway

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

In this episode, Roshan and Adrian discuss the potential opportunities and challenges of investing in small cap stocks. They start by reviewing the performance of small caps in 2023 and the factors that have contributed to their underperformance. They then explore the potential catalysts that could drive small cap stocks in the upcoming year, such as interest rate cuts and favorable valuations. The hosts also discuss the risks and challenges associated with investing in small caps, including volatility and the need for thorough research. They provide insights on how to evaluate small cap stocks and different ways to implement small cap investments, such as individual stocks, mutual funds, or ETFs. The episode concludes with a reminder to do thorough research and seek professional advice before making investment decisions.

Chapters

00:00 Introduction and Topic Overview

01:55 Performance of Small Cap Stocks in 2023

04:04 Factors Affecting Small Cap Performance

05:22 Opportunities for Small Cap Stocks

08:28 Considerations for Investing in Small Cap Stocks

09:24 Valuation and Catalysts for Small Cap Stocks

11:33 Potential Risks and Challenges

12:26 Expert Opinions on Small Cap Stocks

15:54 Key Metrics for Evaluating Small Cap Stocks

20:15 Implementing Small Cap Investments

21:58 Conclusion and Actionable Insights

26:48 Closing Remarks

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.