Small caps are going to 'fly' once interest rates moderate, says Aperture Investors' Peter Kraus

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Күн бұрын

Peter Kraus, Aperture Investors chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, interest rates outlook, and more.

Пікірлер: 51

@jeanlucbergman479 3 ай бұрын

One of the better responses to the Bitcoin question. Rarely does someone who doesn't understand something in markets say as much, typically it will just be criticism.

@BrettaANordsiek 3 ай бұрын

To enhance our long-term investment mix, my partner and I are introducing a range of stocks and ETFs. We've committed $220k initially, with a particular emphasis on inflation-protected bonds and businesses demonstrating robust cash flows. I see potential for enduring growth in the current market, yet I'm also keen to explore strategies for generating short-term gains.

@JamesScott433 3 ай бұрын

While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill.

@brianwhitehawker1756 3 ай бұрын

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Evelyn Alicia Schoenholtz' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

@lucaswilliams9992 3 ай бұрын

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@ryann8348 3 ай бұрын

I'm all in on the Russell 2000 and some S&P 600. I think there's a very high probability of a huge catch-up move in small caps this year (or maybe next)

@nightknight9415 3 ай бұрын

When a cat dies, it's turds in the litter box also have a fixed number & become rare... doesn't make them automatically valuable with ZERO use case, (aside from fertilizer).

@capitocapital 3 ай бұрын

So he believes a 75 bps rate cut will give a boost to small caps after they experienced a 500 bps rate hike? Makes no sense and he forgets the fact that 40% of the companies in the R2000 are zombies on the brink of going under. They won't be saved. R2000 will go back to the 1600-1700 range and probably lower if we get a big correction.

@ryann8348 3 ай бұрын

R2 has always had a significant proportion of "zombies". It's not so much the amount of cuts so much as the Fed finally admitting it's time to start a rate cutting cycle, which we are probably past. It will cause a huge sentiment change. You can also buy the S&P 600, which filters out unprofitable companies

@wackzingo 3 ай бұрын

Costco said inflation is over from their perspective but of course they're only talking about goods they buy not really services and stuff like housing. It seems to me the inflation in services, housing, and energy will remain a tough issue.

@syedarmaghanhassan4652 3 ай бұрын

it would ne nice to know which small-caps is he talking about, which are about to fly? I hope they don't fly like Boeing!

@69pepe420 3 ай бұрын

so many people yet to capitulate on bitcoin lmao

@MrMountain707 3 ай бұрын

Wait until the fed actually cuts rates. Then buy small caps.

@ryann8348 3 ай бұрын

You can try that, but you will miss out on a lot of gains. By the time the Fed gets to a point where they are comfy with cutting rates, small caps will already be worth far more than they are now, because the increased odds of a Fed rate cut will be priced in to the stocks. Only if the Fed totally surprised the market would this work. What you want is to buy small caps when a rate cut looks really unlikely, like if it looks like inflation is re-accelerating.

@nextari 3 ай бұрын

"buy the news"?

@coderider3022 3 ай бұрын

Yes they will fly but they crash as easily too.

@shanetowne6530 3 ай бұрын

They never discuss what effect the highest credit card debt in history means. Eventually, you gotta pay the bill.

@twan102000 3 ай бұрын

I could see them raise 1-2% over the next few years, and hold there to the end of the decade. What some may desire may not be what is required.

@95tillinfinity23 3 ай бұрын

I don't see the fed raising the rates but it's what they should do.

@chri6393 3 ай бұрын

Giving rich people all this risk free income is inflationary. Cutting rates would actually lower inflation

@nightknight9415 3 ай бұрын

Compounded interest on money market accounts is great for intelligent people who save & live below their means.

@Quantitative_Teasing 3 ай бұрын

Gold price is basically inversely correlated to central bank credibility in controlling inflation

@Rikimkigsck 3 ай бұрын

This guy is smart I really liked him. I dont touch bitcoin as well even if it goes to 150k I dont care I wouldnt touch it. Also small caps will fly as well as FED starts to cut rates it's an obvious move.

@dreamoi363 3 ай бұрын

Clueless

@nichojo89 3 ай бұрын

I can't sell my house! I have a beautiful, brand new home in a A- crime free neighborhood. NO ONE is buying because of these HIGH rates. This man is out of touch

@kcdiazWTV 3 ай бұрын

That's not what he said.

@grandmiserthe3rd434 3 ай бұрын

“Gold is money. Everything else is credit.”................( J.P. Morgan 1912 )

@kcdiazWTV 3 ай бұрын

I get what he's saying about bitcoin. Any "brand" of bitcoin maybe scarce but, anyone can create a bitcoin. Like the game monopoly could actually create their own bitcoin if they have the resources for it.

@SmartestDumbGuy 3 ай бұрын

anybody can create dollars. There's tons of dollars for sale on amazon. Monopoly created dollars. Does any of that impact the value of US Dollars?

@ddjjggdd 3 ай бұрын

5:25 this dude never heard of supply vs demand

@nightknight9415 3 ай бұрын

When a cat dies, it's turds in the litter box also have a fixed number & become rare... doesn't make them automatically valuable with ZERO use case, (aside from fertilizer).

@SmartestDumbGuy 3 ай бұрын

@@nightknight9415 why are rolex so expensive? It's just a watch. What gives is value?