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

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Episode 197 of the Investopedia Express Podcast with Caleb Silver (July 22, 2024)

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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.

Links for Show Notes:

  • https://www.pionline.com/hedge-funds/hedge-funds-post-pretty-strong-performance-midway-through-2024-return-58
  • https://www.investopedia.com/ecb-holds-interest-rates-at-record-highs-lowers-inflation-forecasts-8605578
  • https://www.investopedia.com/swiftonomics-definition-8601178
  • https://www.ritholtzwealth.com/team/callie-cox
  • https://x.com/callieabost
  • https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071924.pdf

Read the original article on Investopedia .