EPISODE · Aug 22, 2025 · 19 MIN
Large-Cap Growth Gives Way to Small-Cap Value
from Global Macro Update
Large-cap growth has been on fire for 15 years, but that streak may finally be coming to a close. As Big Tech's summer rally fizzles out, small-cap value stocks are showing signs of life. In this interview, Jared Dillian breaks down the concept of a "style-box rotation," explaining why small-cap value may be poised for a powerful turnaround.
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Large-Cap Growth Gives Way to Small-Cap Value
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This episode was published on August 22, 2025.
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