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SECTOR ETFIWMIJRBULLISHSubstantive discussion · 3/5

No single ticker was named. Small caps ETFs are one way for retail investors to get exposure. Not a recommendation.

Small-cap indices mask true valuation discounts

The speaker argued that passive small-cap indices like the S&P 600 remain top-heavy and expensive, requiring active, selective stock-picking to access deep value.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Small-cap indices mask true valuation discounts · Zortix