Episode
US Small Caps: Margin of Safety
- Podcast
- The Capital Cycle Podcast
- Published
- May 30, 2025
- Duration seconds
- 791
- Processing state
not_requested- Canonical source
- https://shows.acast.com/the-capital-cycle-podcast/episodes/us-small-caps-margin-of-safety
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Summary
The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn. Edward Chancellor talks to Tom Wharram, a US analyst at Marathon. For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.