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Small Caps Are Quietly Crushing the S&P 500 This Quarter
The Russell 2000 is up 3.6% in the last five days versus the S&P 500's 1.2% — a gap that's been widening all quarter. Lucas and Luna dig into why small caps are finally catching a bid after years of underperformance. They look at the rate backdrop, the regional bank revival, and one specific stock that's riding a local tailwind. Plus, a surprising sector shift inside the Russell at a time when mega-cap tech is stumbling. If you've ignored small caps since 2022, this episode gives you the one chart that explains why they're suddenly worth a second look.
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The skinny
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