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Barron's Streetwise

3 Small Cap Picks. Plus, Balancing the Magnificent 7

Barron's Streetwise

Barron's

Business

4.71.6K Ratings

🗓️ 1 December 2023

⏱️ 29 minutes

🧾️ Download transcript

Summary

Jack speaks with Alger fund manager Amy Zhang and answers a listener in “big tech purgatory.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

This episode is brought to you by Kraken.

0:03.0

Krypto is like the financial system, but different.

0:06.0

He doesn't care where you come from,

0:08.0

what you look like, your credit score,

0:10.0

or your outrageous food delivery habits.

0:13.0

crypto is financed for everyone, everywhere, all the time.

0:17.0

Visit Krakon.com slash see what crypto can be.

0:21.0

To learn more, don't invest in as you're prepared to lose all the money you invest.

0:25.6

This is a high-risk investment and you should not expect to be protected if something goes wrong.

0:31.3

The reason why small-cup growth has been in a bad market for almost three years is mainly because we experience the fastest and most furious rate hikes.

0:41.0

So now, whether we pause or cut big picture is that we are at the end of the

0:48.4

rate hiking cycle so the headwind is going to turn into a hill wing.

0:56.0

Hello, and welcome to the Barron Streetwise podcast.

0:59.0

I'm Jack Howe.

1:00.0

The voice you just heard, that's Amy Jong.

1:03.0

She manages a variety of small and mid-cap funds for Alger,

1:07.5

and in a moment she'll share a few of her favorite stocks.

1:11.0

We'll also talk a bit about what to do about AI blofobia. That's the

1:17.5

fear that a handful of giant tech companies are making up too large a percentage of

1:22.1

your index fund. There's no pill for AI blotphobia, but we will

1:26.6

explore some, let's say, financial therapies.

1:31.6

Listening in is our audio producer Meta, hi Meta.

...

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