Latest / The John Johnston Lounge

The Stock Market ‘Great Rotation’ To Small Caps!
I react to iCapital chief investment strategist Anastasia Amoroso, who says there’s now a “Great Rotation” to small cap stocks going on in the US stock market. Chief market strategist at Carson Group, Ryan Detrick, also thinks the sudden momentum of small cap stocks will be sustained; I discuss The Great Rotation thesis.
Related videos:
The Bull Case For Small Caps: Tom Lee + Goldman Sachs
https://youtu.be/VTCaMcppLXM
Warren Buffett: I’d Buy Small Caps if Starting Over Now
https://youtu.be/V7yAKXYXhDM
Referenced videos:
Buy on pullback and volatility, say iCapital's Anastasia Amoroso…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.