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Episode 283: Differentiation
In this week's episode, David and Ian discuss how mega cap growth names are lagging behind, while small caps and international equities continue to outperform. Does this mean 2026 will be a year of differentiation? They also discuss precious metals, crypto, interest rates, and some market relationships they find interesting.
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By David Zarling, Ian McMillan
4.9
7373 ratings
In this week's episode, David and Ian discuss how mega cap growth names are lagging behind, while small caps and international equities continue to outperform. Does this mean 2026 will be a year of differentiation? They also discuss precious metals, crypto, interest rates, and some market relationships they find interesting.
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