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Behind the Historic Small Cap Breakout, and Investing Lessons for Millennials

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Manage episode 430092512 series 2836180
Content provided by Investopedia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investopedia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Callie Cox, the new Chief Market Strategist at Ritholtz Wealth, rejoins The Express to unpack the historic break out in small cap stocks of late, and why the prospect of lower interest rates is actually good news for investors seeking balance. Plus, Callie's advice to Millennials looking to build a balanced portfolio that doesn't look anything like their parents' standard 60/40. And, some weeks last a decade, and last week was one of them.

LINKS FOR SHOW NOTES

https://www.pionline.com/hedge-funds/hedge-funds-post-pretty-strong-performance-midway-through-2024-return-58

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071924.pdf

https://www.investopedia.com/ecb-holds-interest-rates-at-record-highs-lowers-inflation-forecasts-8605578

https://www.investoped...ition-8601178

https://www.ritholtzwealth.com/team/callie-cox

https://x.com/callieabost

  continue reading

200 episodes

Artwork
iconShare
 
Manage episode 430092512 series 2836180
Content provided by Investopedia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investopedia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Callie Cox, the new Chief Market Strategist at Ritholtz Wealth, rejoins The Express to unpack the historic break out in small cap stocks of late, and why the prospect of lower interest rates is actually good news for investors seeking balance. Plus, Callie's advice to Millennials looking to build a balanced portfolio that doesn't look anything like their parents' standard 60/40. And, some weeks last a decade, and last week was one of them.

LINKS FOR SHOW NOTES

https://www.pionline.com/hedge-funds/hedge-funds-post-pretty-strong-performance-midway-through-2024-return-58

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071924.pdf

https://www.investopedia.com/ecb-holds-interest-rates-at-record-highs-lowers-inflation-forecasts-8605578

https://www.investoped...ition-8601178

https://www.ritholtzwealth.com/team/callie-cox

https://x.com/callieabost

  continue reading

200 episodes

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