The Big Opportunity for Small Caps in 2020

The video discusses the potential for small caps to outperform large caps based on current valuations and economic conditions. It highlights the historical context, macroeconomic indicators, and the impact of global trade on small caps. The speaker provides an outlook for the coming year, suggesting that small caps may benefit from a recovery period in the US and improved global growth conditions. The video also covers investment strategies, emphasizing the importance of diversification and the potential for growth stocks and international markets to offer better opportunities.

What is the significance of the ISM&PM eyes in relation to small versus large caps?

In what regions does the speaker suggest there may be an acceleration in growth next year?