EPISODE · Jul 2, 2026 · 24 MIN
Small-Cap Stocks Post Best First Half in 35 Years
from Brew Markets · host Morning Brew
Episode 1219: In a market dominated by glamorous mega-caps and AI hyperscalers, small-caps just had their best first half in 35 years. So today we revisit Ann’s January conversation with Manny Weintraub, Principal of Cannell & Spears. Manny explains how he defines the category, why we may be at “peak tech” and how simply buying a basket of small caps through an ETF may not be the best approach. It’s excellent context for the “revenge of the non-nerds” gains that we’ve seen so far this year. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
Episode 1219: In a market dominated by glamorous mega-caps and AI hyperscalers, small-caps just had their best first half in 35 years. So today we revisit Ann’s January conversation with Manny Weintraub, Principal of Cannell & Spears. Manny explains how he defines the category, why we may be at “peak tech” and how simply buying a basket of small caps through an ETF may not be the best approach. It’s excellent context for the “revenge of the non-nerds” gains that we’ve seen so far this year. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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Small-Cap Stocks Post Best First Half in 35 Years
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