Small Caps
topic on 3 shows · 6 statements across 5 episodes
the Neon Show 
the Startup Ideas Podcast 
Capital Allocators
6 statements about Small Caps, every show
Isenberg: Small-cap stocks will come back into favor at some point
“So I actually think that small caps are going to be, they've just been not in favor, but I actually think they will at some point. Come back in favor, so that's why I placed the five percent bet in IWM.”
Morehead: Baylor is leaning into small-cap equities
“It's not particularly working right now, but that's okay because we're long-term investors. It's small caps.”
Morehead: Large-cap to small-cap spread is the widest ever
“Both those things impact small caps more so than large caps, and so the spread between large caps and small caps is the widest it's ever been.”
Shenoy: Large-Cap Stocks Are Not Less Risky Than Small Caps
“Large caps are not less risky than small caps.”
Wyden: Tighter private capital will force earlier IPOs and boost small caps
“The availability of private capital is going to be less readily available, so companies are going to go public earlier, which means the quality of the indices are going to improve, which means people are going to buy small caps more.”
Public small caps no longer capture historical returns as companies stay private
“There is an argument to be made that absent private companies at this point, you're not really capturing what small caps historically gave you because these companies are not coming public anymore. They're coming public as large caps.”