
Sign up to save your podcasts
Or
Walter Deemer joins us to unravel the fascinating dynamics of small caps versus large caps in today's stock market, sparking the question: Are small caps the unsung heroes poised to lead future market trends? Together, we examine historical market parallels, particularly the early 1970s, and discuss whether we're witnessing a repeat of those cycles or something entirely new. Key insights are shared on sector weight differences and the potential impact of speculative behavior among younger traders, raising the possibility of small caps rallying independently in a healthier market environment.
Listeners will gain a deeper understanding of market trends and investing strategies as we dissect historical behaviors, using McDonald's performance in the 1970s as a case study. We explore the implications of buying during market dips and how the post-quantitative easing era has redefined investor mentality. The conversation also addresses the potential for a "lost decade" of market stagnation and the importance of adapting to changing conditions with a long-term perspective. Insights into the current relevance of the bond market and the unique challenges faced by different generations round out this comprehensive discussion.
With crypto assets lacking traditional fundamentals, we delve into their suitability for technical analysis and compare the current tech dominance to historical patterns like the Nifty 50. Personal trading strategies, including inverse ETFs and shorting, are discussed alongside a pragmatic approach to technical analysis, stressing simplicity and practical wisdom over complexity. We close with an exploration of small-cap stocks' potential risks and rewards, drawing upon historical comparisons and encouraging listeners to stay informed through social media channels. Join us for a rich conversation filled with market insights and trading strategies that promise to enhance your investing acumen.
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.
SnoreMedic is the simple, comfortable mouthguard that stops snoring instantly—so you (and your partner) can finally sleep through the night. Try it risk-free for 60 nights. Wake up refreshed.
👉 TrySnoreMedic.com/leadlagpodcast
 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
4.6
8888 ratings
Walter Deemer joins us to unravel the fascinating dynamics of small caps versus large caps in today's stock market, sparking the question: Are small caps the unsung heroes poised to lead future market trends? Together, we examine historical market parallels, particularly the early 1970s, and discuss whether we're witnessing a repeat of those cycles or something entirely new. Key insights are shared on sector weight differences and the potential impact of speculative behavior among younger traders, raising the possibility of small caps rallying independently in a healthier market environment.
Listeners will gain a deeper understanding of market trends and investing strategies as we dissect historical behaviors, using McDonald's performance in the 1970s as a case study. We explore the implications of buying during market dips and how the post-quantitative easing era has redefined investor mentality. The conversation also addresses the potential for a "lost decade" of market stagnation and the importance of adapting to changing conditions with a long-term perspective. Insights into the current relevance of the bond market and the unique challenges faced by different generations round out this comprehensive discussion.
With crypto assets lacking traditional fundamentals, we delve into their suitability for technical analysis and compare the current tech dominance to historical patterns like the Nifty 50. Personal trading strategies, including inverse ETFs and shorting, are discussed alongside a pragmatic approach to technical analysis, stressing simplicity and practical wisdom over complexity. We close with an exploration of small-cap stocks' potential risks and rewards, drawing upon historical comparisons and encouraging listeners to stay informed through social media channels. Join us for a rich conversation filled with market insights and trading strategies that promise to enhance your investing acumen.
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.
SnoreMedic is the simple, comfortable mouthguard that stops snoring instantly—so you (and your partner) can finally sleep through the night. Try it risk-free for 60 nights. Wake up refreshed.
👉 TrySnoreMedic.com/leadlagpodcast
 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
583 Listeners
3,052 Listeners
926 Listeners
912 Listeners
201 Listeners
239 Listeners
362 Listeners
462 Listeners
120 Listeners
377 Listeners
274 Listeners
49 Listeners
341 Listeners
30 Listeners
89 Listeners