Morning Meeting: Small-Cap Opportunities

The video discusses the impact of GDP growth on small cap companies, highlighting the need for accelerated growth to improve earnings. It compares earnings beats between S&P and small cap companies, noting weaker performance in the latter. The discussion covers market trends, potential corrections, and the influence of election cycles on small cap stocks. The video also addresses the implications of potential Fed rate hikes on small cap valuations.

What does the increase in GDP growth from 2.5% to 2.9% indicate for small cap companies?

How does the earnings growth of small cap companies compare to that of larger companies according to the text?

What concerns are raised about the current earnings season for small cap companies?

What historical trends are mentioned regarding small cap performance after elections?

What are the implications of high valuations for small cap stocks in relation to potential interest rate hikes?