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BULLISH

Small-mid cap equities set for extended outperformance

The case was argued that small and mid-cap stocks can continue outperforming large caps for the remainder of the year, driven by earnings consistency, cheap valuations on price-to-free cash flow, and potential easing in ten-year Treasury yields.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE