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
Yesterday
Trading the Markets: January 28, 2026 | Kris Bullock and Nico Brugge
🔥 Get FREE ACCESS to Real Vision: https://rvtv.io/4lRykex Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite RV trade ideas before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on Real Vision, Yo ... Show More
33m 49s
Yesterday
Mag7 Earnings, AI Stock Surge, Gold at Record Highs, and Crypto Momentum: PALvatar Market Recap, January 28 2026
🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar recaps strong ... Show More
7 m
Jan 27
Global Stocks at Record Highs, Fed Meeting Ahead, and Commodities Outperform Crypto: PALvatar Market Recap, January 27 2026
🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down g ... Show More
5m 39s
Recommended Episodes
May 2024
How high is too high?! | MarketTalk: What’s up today? | Swissquote
Equity bulls around the globe celebrated in style the softer-than-expected US CPI data last week. The global equity rally was further juiced by the expectation that a softer inflation in the US would not only allow the Federal Reserve (Fed) to start cutting the rates this year, b ... Show More
10m 31s
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