Want to create an interactive transcript for this episode?
Podcast: The Dividend Cafe
Episode: The DC Today - Wednesday, May 4, 2023
Description: Today's Post - https://bahnsen.co/3VGvMUb
A huge theme right now in market punditry is that small caps are under-performing big caps, and that this speaks more to macroeconomic reality than the fact that big-cap companies have mostly hung in there. As the reasoning goes, small-cap companies are more dependent on banks and financing and credit conditions and so struggle more than large-cap names in periods of fed tightening or bank distress. Of course, the corollary to this is that small caps underperforming going into a recession has always led to small caps out-performing coming out...