Manage episode 493880350 series 3645668
Patrick Ryan says small and mid-caps could benefit from the "One Big Beautiful Bill" potentially offering investors an opportunity as major indexes hit new all-time highs this week. He provides the valuation argument for the smaller cap stocks and why Fed interest rate cuts could also help out stocks down the spectrum. Patrick then explains the tariff impact on domestic versus international stocks, adding that volatility is a headwind for trading models.
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