Episode 1219: In a market dominated by glamorous mega-caps and AI hyperscalers, small-caps just had their best first half in 35 years.  So today we revisit Ann’s January conversation with Manny Weintraub, Principal of Cannell & Spears.  Manny explains how he defines the category, why we may be at “peak tech” and how simply buying a basket of small caps through an ETF may not be the best approach.  It’s excellent context for the “revenge of the non-nerds” gains that we’ve seen so far this year.

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