A Very Rare Stock Market Event Is Here

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In the last 2 weeks, the small companies have surged in value, while the bigger companies have started to fall.
So why is this happening? And what does history tell us about what’s going to happen next?
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Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Hamish Hodder.
Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.

[@HamishHodder]

Let our sponsor BetterHelp connect you to a therapist who can support you - all from the comfort of your own home. Visit betterhelp.com/hamishhodder and enjoy a special discount on your first month. If you have any questions about the brand relating to how the therapists are licensed, their privacy policy, or therapist compensation model, check out this FAQ: www.betterhelp.com/your-questions-answered/

[@maxresdefault8235]

god all these bots. i might have to actually watch the video instead of scrolling the comments for a summary. FML.

[@nickpollockpiano]

😂

[@henrylynch9437]

God, I feel you bro. Our brains our what they call “cooked” 😂

[@AlbionEconomist]

Hear ya. Being farmed for watch time sucks

[@DefinitelyNotRin]

Had to scroll really far to find the singular non bot scam comment.

[@HamishHodder]

😂 I'm gonna spend more time fighting bots so you can go back to skimming my videos 😉

[@darraghcollins4961]

Thank you for this! I've been trying to figure out why Berkshire Hathaway spiked recently and I found that the correlation between russell 2000 and brkb was very high recently. Probably the perception that small caps are value stocks

[@iqminiclip1222]

This did not age well

[@glowwurm9365]

“Great rotation” money rotates sectors not indexes, what we’re seeing is a rotation into the KRE and a gamma squeeze as a consequence in the RTY! It won’t end well, if 40% of them were unprofitable before they won’t fair well in an economic slowdown irrespective of rate cuts. Ppl appear to have missed the fact that the RTY has a forward PE of +30 at a time where earnings are missing at the fastest rate in 5 years!

[@PonziZombieKiller]

The Zombie Rally 😂

[@cardrivingdude]

You should look up whats going on with better help and then decide if you want to be associated with them. Not a good look.

[@nanashipersonne4151]

I feel like the reaction is overblown. It seems relatively good as a user of four weeks and several friends told me good things. That does not mean everything is great, but I think a decent tool for my mental health.

[@cardrivingdude]

​@@nanashipersonne4151 Its good that its working out for you.

[@JohnPong-ly2zg]

Tom Lee is like Cramer... I dunno if Id trust googlie eyes there

[@jamesturnerpaulthethrids]

My brother in Christ Cramer is one of one 😂.. Tom Lee is actually respected in the finance industry ..

[@JohnPong-ly2zg]

@@jamesturnerpaulthethrids rumors have it he is still very bullish during the 2022 bear market in Mars

[@jojoeb16]

​@jamesturnerpaulthethrids Tom Lee is just a permabull with a questionable methodology who practices thr industry standard of adding 10% to his target every year... meanwhile, he was similarly raging bullish at the end of 2007 into the teeth of the GFC because there is no substance behind the crazy eyes

[@Mw3SwagZone]

Buffet indicator and the Sham rule lead me to believe there will be a huge pull back in 12 months time, I also believe S&P has not yet peaked for 2024

[@danielpronk]

Great video, Hamish! Congrats on all the success on KZbin. It's awesome to see your channel doing so well :)

[@HamishHodder]

thanks Daniel!!

[@shadowninja6689]

I've done the opposite of this rotation in my 401K recently, I cut my (already small) exposure to small and mid cap stocks after months of thinking about it. IMO a lot of the historic data about small and mid caps are worthless for one reason, inflation has destroyed it. The $10 billion dollar threshold to become a large cap stock has become such an absolute joke that meme stocks with zero fundamentals, zero viable paths to profitability, and sometimes even zero revenue can pass that threshold since it's never been adjusted for inflation. The small and mid caps of the past 50+ years are large cap stocks today. The best small and mid cap stocks can easily graduate into the large cap stock territory in little time, where it won't graduate out when it continues to win.

[@petrchaloupka1716]

The whole trend of these indices is influenced by the fact that Nvidia and other big companies related to artificial intelligence are going through a short recession after a big growth. That's why there has been a divergence in recent days. The next development will depend on the continuation of the earnings season. What profits will Meta, Microsoft, etc. report. And then there will either be a decline or a rise. The economy is performing well so far, so even any downturn should be short-lived.

[@justgeneric2876]

Many of them are looking at the UK. They want to see the tax situation before investing. UK has a stable, fiscal, pro business government when EU going a bit unstable with right wingers. Also plenty of undervalued stocks with 5-8% yields and doubling yields in 2-5 years.

[@vanshpatel5903]

Really loved your public speaking keep up the same energy and the video was very helpful. Thank you for all the effort you put behind this ❤

[@AZ-bl5qs]

We thought there was a great rotation into value stocks last year, and snap! The growth stocks still went up and up soon after.

[@j562gee0hdeewestsdegethemuLa]

Well if theyre small cap it wouldn't take much from sp500 to make them go parabolic since lower cap is far more volatile

[@salto1994]

what about betterhelp selling client data?

Everything went DOWN Friday except bonds.

[@charleshacker765]

You are excellent at summing up an issue.

[@jjfinect]

Great video. I agree with Tom Lee. Yesterday and today I purchased IWM. I will probably purchase more before the month is over.

[@arifualtaye-e5w]

Of course, the things that affect the price of shares are: the increase in the number of shares, the increase in government debt, and of course, the decrease in this price will improve the market potential, and each share will earn one-tenth of the profit of the previous share.

[@Diet_slowcali_guro_Seoul]

healthcare MNDR is bottom of the bottom

[@survive25_Churchill]

Do small caps get the immediate benefit of a cut in interest rates? Don't they have a large proportion of fixed debt. Is 25 or 50bps really going to change their immediate cash flow outlook at a time of a softening consumer.

[@masterjointu]

No- they have short term variable interest rates debt

[@pugsondrugs0161]

This is a very good video! Subbed.

[@brodyalden]

The markets are wrong about rate cuts.

[@mikaellobban4944]

The music is beautiful. Mind me asking what it is?

[@user-mt5uu4pz4j]

The small and mid cap companies tend to out perform large cap when tge economy is stable.

[@RobertoMikiMD]

Excellent summary!

[@strangedotmachine9281]

VT and Chill 😎

[@sheenatang6598]

Small caps have always been cheaper with large cap stocks

[@JJacobs107]

Fantastic explanation of all this!

[@luisbento7145]

Small caps are just playing catch up ,not even at the previous high yet, just meaningless so far!

[@marcelmuller6082]

Very interesting video, thank you Hamish as always for your very-well research!

[@michaelswami]

Great video. I just started accumulating a small cap value ETF.

[@ashman0071]

Bubble Irrational Exuberance

[@TheSachinRK]

I wish you guys also covered the Australian market in a similar way

[@venchingfu]

Australian market? Lolll, whats in australia except minerals from dust

[@Joe-ti7qd]

Im buying. Not scared. Yawn of anything

[@JS-rg7vo]

buying all big tech any dips are blessings

[@MS-cs7gt]

Very good. Buy.

[@PatriciaFerreira-qj9ge]

Thanks for the information...I Will be prepared to buy amazing stocks at good prices😊🔝👍

[@Kneedeepinstock]

Those Kennedy Numbers are more like 15% and when he gets on the next debate stage its lights out! RFK ALL THE WAY!

[@kingmike40]

Be better than Trump and Harris is a political joke.

[@MS-cs7gt]

Wage growth has to happen first. No jobs in the market for wage growth. Who will spend in small caps ?

[@bucolic_frolic1284]

Hilarious. Now I know what not to do.

[@rechutriers5592]

The money is moving so fast and so much because there is nothing good out there so index funds are moving the market. And eventually they will only be able to buy short etfs. Sooo that’s that. Big money is going broke. It’s over. Moving money from the haves To the have nots.

[@GreenAssetsEnterprise]

Pretty cool content!

[@justmeajah]

Thank you for the insightful information!! New subscriber here!!! P.s. I'm a human here 😂

[@MS-cs7gt]

Why Russell is also falling if it is rotation

[@BreaktheTrend]

Short Squeeze is almost completely squeezed.

[@masterjointu]

Beta - market risk

[@PonziZombieKiller]

Now it's really gunna crash like a mofo... dawg gawg... 😮

[@dirkdarwin2571]

HAMISH HODLER!!

[@tavish2696]

All of this bearish sentiment tends to lead to a self-fulfilling prophecy. Everything is so speculative now that, if enough people believe it to be true, Nvidia's stock could crash down to pennies, fundamentals be damned. The inverse is also true, Nvidias price vs their earnings is so heavily skewed that their current absurd growth is only being held up by speculation.

[@Chodenutzofficial]

This is a very surface level analyzation of what’s going on with the “rotation” right now. Who doesn’t know this stuff? If you didn’t know the majority of the content of this video already then you probably should not be managing your own money. This has basically been the narrative the entire year, I was hoping for some deeper, more detailed, and thoughtful content. Maybe I’m a hater bc I feel like I wasted 12 minutes. I can see how this is helpful to people who don’t really follow the market or politics or know much about the economy or how it works

[@justmeajah]

But I found this helpful... Well not all people are having the same thought, or read, as much as you 😊

[@edsteadham4085]

Good content but dump the annoying background music

[@TheRustyLM]

I’ve gone to cash/money market.

[@Willi-w1q]

As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

[@dd-jw5xf]

Certainly, Goldman Sachs and others have a positive outlook on the Russell 2000, but will the Federal Reserve really lower interest rates that much?

[@jojothepro15]

Yes inflation is dead, and we're looking straight at the barrel of recession. If needed, the Fed could slash rates to 0, overnight.

[@bitcoinpalmer1174]

TLDR: Trump assassination attempt moved market - trump forecasted to win, fed easing, small caps havent moved much this year (prior to this recent move) - smol cap stonks full send 🚀

[@AlbionEconomist]

U git any small caps that night pump atm I'm holding calls on russel

[@see4941]

Who tf is Juliana

[@andthefunkybunch1466]

I like your channel but please get better sponsors than better help

[@JS-rg7vo]

the gr8 rot8 m8

[@engeniasledwaba4805]

I started my investment journey 5 years ago thanks to the knowledge you have shared over the years on this channel and I have recommended it to tons of family and friends. Thanks Hamish, Engenias from South Africa!

[@kendekocsis6112]

STOP DOING BETTERHELP ADVERTISEMENTS!

[@brodyalden]

why?

[@gobot581]

To much click bait and spam

[@Nunya_BizNess]

Waste of time

[@taranjitsingh2714]

Go Go Go…ld🥇

[@portablezaps6517]

I want to know what small cap stocks are being bought right now to drive the Russell 2000 up.