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US economic reacceleration drives small-cap value

The US economy is entering a 'quad one' phase of accelerating growth and inflation, making US small-cap value equities the premier asset class to own.

The argument

The guest argued that the US is diverging from a slowing Europe and entering a strong growth acceleration phase. He noted that small-cap value historically outperforms large-cap specifically during these 'quad one' setups, prompting him to add exposure to the Russell 2000.

The thesis, stress-tested
✓ What validates it
  • Russell 2000 outperforming large-cap indexes
  • US macroeconomic data confirming accelerating GDP growth rates
▸ Risks discussed
  • A sudden shift back into a growth-slowing 'quad four' regime
Hear it yourself
"And if you look at the Russell two thousand, for example, which is a the best thing to be long in US equities by the time you hit a quad one, and the only time US small cap value outperforms large cap is in quad one."
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IWM: US economic reacceleration drives small-cap value · Zortix