logo
episode-header-image
Feb 2022
36m 4s

Can Small-Cap Stocks Help You Beat Infla...

Real Vision Podcast Network
About this episode
The small-cap Russell 2000 Index posted an impressive 14.8% gain during 2021, but nearly all of it came in the first quarter. And weakness over the ensuing nine months carried into the first month of 2022, when the index shed 9.7%. Francis Gannon, co-chief investment officer of Royce Investment Partners, notes this frustrating performance came despite genera ... Show More
Up next
Apr 27
The Rally Nobody Believes In | Macro Mondays: April 27, 2026
Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, exploring why sentiment remains bearish, yet ... Show More
34m 53s
Apr 24
Has Crypto Finally Turned the Corner? | REKT Vision with Sergito, Apr. 24, 2026
This week on REKT Vision, Bijan welcomes back Sergito, the CEO of Meebit Company, to discuss the biggest narratives and themes driving cryptocurrencies, macro, and AI right now. They dissect the week's price action, including the ongoing recovery, interesting trades, and, of cour ... Show More
58m 23s
Apr 22
How REKT Drinks Runs On AI | Trading the Markets with AI, April 22, 2026
Real Vision contributor Kris Bullock and Bijan Maleki are back with their weekly look at the biggest news stories about AI and how traders can utilize it in their approach to markets. This week, they welcome OSF, cofounder of REKT drinks, to get a sneak peek behind how OSF runs h ... Show More
25m 46s
Recommended Episodes
Jun 2022
MM070: Biggest Fed rate hike since 1994. But are they making a mistake?
<p>Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022</p><br><p>We discuss the market fa ... Show More
37m 7s
Oct 2022
It’s Not Just Inflation, The Fed’s Lost Control | Round Up
The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ... Show More
1h 3m
Jan 2024
Central banks pushing back on rate cut expectations
<p>The market’s positioning for aggressive cuts in the US and Europe is being tested this week by several central bank officials. All of this is pushing US and European bond yields higher and continuing to weigh on equity markets. In Asia, a stock selloff deepened after fresh dat ... Show More
16m 6s
Apr 2024
Is Small Cap Dead? Why You Shouldn't Abandon Small Cap Stocks
<p>Why global small-cap stocks have underperformed large-cap stocks and will the trend continue? The investment case for allocating to global small caps. </p><p>Topics covered include:</p><ul><li>How have small caps performed relative to large caps over the past two decades</li>< ... Show More
25m 53s
Apr 2023
Which Inflation Protection Strategies Worked and Which Didn't?
<p>With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months.</p><p>Topics covered include:</p><ul><li>What were investors' and the Federal Reserve's inflation expectations two years ago</li><l ... Show More
26m 32s
May 2024
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
<p>Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few peo ... Show More
16m 38s
Listen to millions of songs and podcasts on Anghami