S&P 500 May Rise to 3,500 by June, Kramer Capital CIO Says

The transcript discusses potential market catalysts, including the phase one trade deal and its impact on uncertainty. It highlights the financial sector's momentum, particularly Goldman Sachs, and explores IPO trends with a focus on Chewy's market position. The discussion shifts to market valuations, economic outlooks, and the role of low interest rates in corporate borrowing. The potential for growth in small-cap companies and the influence of private equity funds are also examined.

What observations does the speaker make about the retail market and holiday shopping?

How does the speaker assess the performance of small-cap companies compared to larger indices?

What strategies do financial buyers have for investing in smaller companies?