Chris Gosselin, CEO of FundMonitors.com, speaks with Emanuel Datt, founder and Chief Investment Officer at Datt Capital. Emanuel discussed recent market volatility, the divergence between large and small caps, and the opportunities emerging in the small companies space.

He also discussed Datt Capital’s approach to sector analysis, including technology, AI adoption, and energy, as well as the Fund’s cash position and ability to act on market dislocations. Disclaimer: This conversation with FundMonitors was recorded before the release of the federal budget.