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Coverage, strength, recency, conviction and momentum.
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The speaker analyzes the potential outperformance of small-cap stocks under a hypothetical Kevin Hassett Federal Reserve chairmanship. The discussion evaluates the implications of immediate rate relief and higher expected growth for companies with higher floating rate debt.
The speaker analyzes the potential outperformance of small-cap stocks under a hypothetical Kevin Hassett Federal Reserve chairmanship. The discussion evaluates the implications of immediate rate relief and higher expected growth for companies with higher floating rate debt.