Couverture de Episode 283: Differentiation

Episode 283: Differentiation

Episode 283: Differentiation

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In this week's episode, David and Ian discuss how mega cap growth names are lagging behind, while small caps and international equities continue to outperform. Does this mean 2026 will be a year of differentiation? They also discuss precious metals, crypto, interest rates, and some market relationships they find interesting.

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