How Small-Cap ETFs Are Priced for a Recession That Hasn't Arrived

The Russell 2000 has dropped nearly 1% in the last five days while the S&P 500 sits above 7,500. Lucas and Luna dig into why small-cap ETFs like IWM are trading at a steep discount to large caps, whether the market is pricing in a recession that hasn't materialized, and what history says about buying small caps when everyone hates them. They look at earnings expectations, debt maturities, and the Fed's hawkish tilt under Chairman Warsh to understand if this is a value trap or a genuine opportunity. No stock picks — just a framework for thinking about small-cap exposure in a late-cycle environment. #SmallCapETFs #Russell2000 #IWM #RecessionPricing #FedPolicy #KevinWarsh #MarketCorrection #ValueInvesting #LateCycle #ETFPicks #Diversification #Finance #Investing #FexingoBusiness #BusinessPodcast #ETFInvesting #SmallCapValue #MarketTiming Keep every episode free: buymeacoffee.com/fexingo