# Small caps woke up: is the rally finally broadening? Page: https://stenobird.com/podcast/investtalk-442958/small-caps-woke-up-is-the-rally-finally-broadening Text version: https://stenobird.com/podcast/investtalk-442958/small-caps-woke-up-is-the-rally-finally-broadening.md Podcast: [InvestTalk](https://stenobird.com/podcast/investtalk-442958) Published: 2026-08-20T00:04:12+00:00 Episode link: http://investtalk.com Audio file: https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/137/audio3.redcircle.com/episodes/87496611-faa4-4ac0-8ec0-023dbd08f1ef/stream.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/small-caps-woke-up-is-the-rally-finally-broadening Duration seconds: 2700 ## Resource The Russell 2000 set a fresh record to close out last week even as large caps struggled. On tomorrow's InvestTalk, we look at what leadership rotation historically signals, and how investors should think about size exposure without chasing a two-week move. Today's Stocks & Topics: Vanguard Morningstar Mid-Cap Value Index Fund Admiral Shares (VMVAX), Market Wrap, Rollins, Inc. (ROL), Household Debt, American Electric Power Company, Inc. (AEP), Small caps woke up: is the rally finally broadening?, Physical Gold or Gold Stocks, Apple Inc. (AAPL), Housing Insurance. Our Sponsors: * Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/small-caps-woke-up-is-the-rally-finally-broadening/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/investtalk-442958/small-caps-woke-up-is-the-rally-finally-broadening.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.