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The Great Rotation: Why Small Caps & Value Matter
The conversation discusses the recent outperformance of small-cap stocks and the rotation happening in the market. It also touches on topics such as the Olympics, airline industry updates, cybersecurity issues, GDP growth, housing starts, and the impact of technology stocks. The hosts emphasize the importance of healthy market rotations and advise against betting against America. They also mention interesting purchases made by Ken Griffin, including a Stegosaurus and a first edition copy of the US Constitution.
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The skinny
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