Walter Deemer on Small Cap Potential, Historical Market Parallels, and Navigating Speculative Trends
Lead-Lag Live - A podcast by Michael A. Gayed, CFA

Walter Deemer joins us to unravel the fascinating dynamics of small caps versus large caps in today's stock market, sparking the question: Are small caps the unsung heroes poised to lead future market trends? Together, we examine historical market parallels, particularly the early 1970s, and discuss whether we're witnessing a repeat of those cycles or something entirely new. Key insights are shared on sector weight differences and the potential impact of speculative behavior among younger tra...