Is Russell 2K and S&P 500 Ratio Signaling Market Decline

The video discusses the Russell 2000 index and its relationship with the S&P 500, highlighting historical trends and current market conditions. It argues against the notion of an ominous market sign, suggesting instead that small caps present investment opportunities due to their potential for margin expansion and faster growth. The video also examines M&A activity, noting that while large caps have seen inversions, small caps have received more tender offers, indicating a positive trend.

How does the performance of small caps compare to large caps in terms of margins and growth?

What is the speaker's perspective on M&A activity in relation to small caps?