The performance of big tech companies has blown away small cap stocks this year… Will value ever catch up to growth? On this episode of Social Currency, Victor Jones and Ryan Grace discuss the concentration risk in the market and the potential for a rotation out of growth stocks and into value. Plus, retail stocks on a tear, new home sales soar, and will Uber quit California. Watch now!
2:10 - Retail
3:45 - Concentration Risk
8:27 - Home Sales On The Rise
9:50 - Nasdaq 100 vs. Russell 2000
22:17 - Uber Battling California
25:17 - Oil Producers & Oil Services
33:08 - Looking Ahead