Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Ep. 1690: Small Stocks, Big Upside
41 minutes Posted Jul 22, 2025 at 4:01 pm.
0:00
41:11
Download MP3
Show notes
Don and Tom highlight what may be today’s biggest stock market bargain: small-cap value stocks, which have drastically underperformed large-cap growth and now appear poised for long-term reversion to the mean. They explain why chasing big winners like Nvidia and Apple could backfire, and why broad diversification with a tilt toward small and value still makes sense. Callers get help with tax drag from old mutual funds, switching from expensive active funds to ETFs, household asset allocation,...