Lead-Lag Live

Investment Insights: Small Cap Dynamics, Quality Factors, and Fund Options with Chris Brightman


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What if you could navigate the complexities of investment strategies and market cycles with expert advice from a trillion-dollar asset manager? Join us as we sit down with Chris Brightman, CEO and CIO of Research Affiliates, to uncover the secrets of smart investing and the potential of smart beta strategies in the current market landscape.

In this fascinating conversation, Chris shares valuable insights on the ever-changing investment world, the risks associated with the technology trend, and the history of market bubbles and crashes. We also delve deep into the potential of small cap dynamics for alpha generation and examine the notion of quality as a factor. Additionally, we explore the relationship between government budget deficits and corporate profits, touching on the Kalecki profit equation and the possible implications of a recession on government stimulus and corporate profits.

We wrap up our discussion by covering various investment fund options, such as Schwab and PIMCO, and emphasize the importance of finding the right advisor or financial planner to guide you through these critical decisions. Don't miss this incredible opportunity to learn from Chris Brightman's wealth of experience and knowledge in the investment world!

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Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions

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Lead-Lag LiveBy Michael A. Gayed, CFA

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