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Animal Spirits Podcast

Talk Your Book: Finding Small Cap Diamonds in the Rough

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.82K Ratings

🗓️ 26 August 2024

⏱️ 39 minutes

🧾️ Download transcript

Summary

On today's show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss Calamos' favorite small cap sectors, why small caps have flown under the radar, understanding the relationship between momentum and fundamentals, profitability of small cap stocks, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Today's Animal Spirits Talk Your Book is brought to you by Kalimos. Go to callimos.

0:02.8

Go to callimos. Timpani Small Cap Growth Fund, which we're talking about today.

0:09.0

Also check out the new structured products that Kalimos is releasing. They have a new S&P 500 structured

0:16.4

protection ETF, CPST, 100% downside. Same thing for the NASDAQ, that's CPNS.

0:23.0

100% downside, they also give the ranges for the potential upside on there.

0:26.7

We'll have links to that in the show notes.

0:28.6

Calimos.com to learn more.

0:30.0

Welcome to Animal Spirits, a show about markets, life and investing.

0:36.5

Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.

0:41.6

All opinions expressed by Michael and Ben

0:43.7

are solely their own opinion and do not reflect

0:46.0

the opinion of Riddholz Wealth Management.

0:48.2

This podcast is for informational purposes only

0:50.7

and should not be relied upon for any investment decisions.

0:54.0

Clients of Ritholz wealth management may maintain positions in the securities discussed in this

0:58.0

podcast.

0:59.0

Welcome to Animal Spirits with Michael and Ben.

1:04.5

Michael, I'm a big Cycles guy.

1:06.3

I think Mark said something, Howard Mark said something along the lines of,

1:09.5

the only thing you can count on in the financial markets is Cy. And I believe this to be true, but I think

1:16.1

it's harder for a lot of people to believe it because the S&P 500 and US stocks have done so

1:21.8

much better than everything else for the past 15 years.

...

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