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Small Cap Insights: Key Investment Takeaway

RL196 - Small Cap Insights: Key Investment Takeaway

In this episode, Roshan and Adrian discuss the potential opportunities and challenges of investing in small cap stocks. They start by reviewing the performance of small caps in 2023 and the factors that have contributed to their underperformance. They then explore the potential catalysts that could drive small cap stocks in the upcoming year, such as interest rate cuts and favorable valuations. The hosts also discuss the risks and challenges associated with investing in small caps, including volatility and the need for thorough research. They provide insights on how to evaluate small cap stocks and different ways to implement small cap investments, such as individual stocks, mutual funds, or ETFs. The episode concludes with a reminder to do thorough research and seek professional advice before making investment decisions. Listen now to learn about the Small Cap Insights: Key Investment Takeaway.


00:00  Introduction and Topic Overview 

01:55  Performance of Small Cap Stocks in 2023  

04:04  Factors Affecting Small Cap Performance 

05:22   Opportunities for Small Cap Stocks 

08:28   Considerations for Investing in Small Cap Stocks 

09:24   Valuation and Catalysts for Small Cap Stocks 

11:33   Potential Risks and Challenges 

12:26   Expert Opinions on Small Cap Stocks  

15:54   Key Metrics for Evaluating Small Cap Stocks 

20:15   Implementing Small Cap Investments 

21:58   Conclusion and Actionable Insights

For more links and the full show notes keep scrolling down!

Roshan Loungani can be reached at or at 202-536-4468.

Erik Olson can be reached at or 815-940-4652.

Adrian Nicholson can be reached at or at 703-915-8905.

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Full Show Notes:

Listen now to learn about the Small Cap Insights: Key Investment Takeaway.

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

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