Published Jun 21, 2024

Aggressively Neutral

Explore the post-COVID evolution of market sentiment and valuation trends with insights from Lori Calvasina, as she delves into sentiment indicators, small cap dynamics, and the impact of mega cap stocks, including the strategic implications of Nvidia's valuation.

Episode Highlights

Topics covered

Market Sentiment and Trends
01
Small Cap Stocks
02
Market Valuation Trends
03

Episode Highlights

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Market Sentiment and Trends

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Market Sentiment and Trends

Small Cap StocksThe conversation shifts to the dynamics between small and large cap stocks, examining their valuation, performance, and strategic roles in investment portfolios. Lori Calvasina provides insights into the potential opportunities and challenges within the small cap sector.

Small Cap Stocks

Market Valuation TrendsLori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins Michael Batnick and Josh Brown to dissect the intricacies of P/E ratios and Nvidia's valuation. They also explore the influence of mega cap stocks on current market dynamics.

Market Valuation Trends

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