In today’s episode of Small Cap Insights, we sit down with Mario Tufano, Portfolio Manager at CS McKee and author of The Golden Age of Bullshit. Mario shares insights into his behavioral-finance-driven investment philosophy, why investor psychology still dominates market outcomes, and why he believes small caps may be entering a generational opportunity for outperformance. He also discusses the inspiration behind his book and the market distortions that motivated him to write it.

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Mario Tufano

LinkedIn: https://www.linkedin.com/in/mario-tufano-cfa%C2%AE-cfp%C2%AE-27618313/

Book: https://www.amazon.com/Golden-Age-Bull-hit-Commandments/dp/B0FJ6G3599

Website: https://www.csmckee.com/

Darrow Associates

Website: https://www.darrowir.com/

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