Small-Cap Stocks Favored, Gibbs Wealth Management Says

The video discusses the impact of the trade war on large and small cap stocks, highlighting the growth potential and valuation advantages of small caps. It examines macroeconomic factors like potential Fed rate cuts and their influence on investment strategies. Concerns about the retail sector's exposure to trade war impacts are raised, with a focus on declining profit growth. Investment recommendations include focusing on small cap ETFs, particularly the S&P 600, and sectors like health care that are less affected by tariffs.

What impact does the trade war have on large corporations' profits from overseas?

How do small caps compare to large caps in terms of projected growth over the next 12 months?

What unique situation is described regarding the valuations of the S&P 600 compared to the S&P 500?

What concerns are raised about the future health of the US consumer in relation to the trade war?

Which sectors are suggested as having potential growth despite the trade war?