On episode 147 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, to discuss: small cap stocks, Nvidia's valuation, waning short interest, potential upside surprises, mortgage rates, and much more! This episode is brought to you by Goldman Sachs Asset Management. Learn more about Goldman Sachs Asset Management Premium Income ETFs at: https://www.gsam.com/content/gsam/us/en/advisors/resources/investment-ideas/etfs-goldman-sachs.html?sc_cid=global~ppdast~thecmpnd~etf~etf~pdcast~nasdaq-0621~na&ls=paid-podcast&utm_source=the-compound&utm_campaign=etf More from Lori: https://www.linkedin.com/in/lori-calvasina ►00:00 - Cold Open ►04:42 - Intro ►05:36 - Lori's Research ►10:36 - What's in your toolbox? ►16:01 - The Biggest Story of this Year ►22:01 - Outperformance and Higher Highs ►30:39 - Heavyweight Champions ►38:02 - Small Caps ►54:35 - Aggressively Neutral? ►01:02:11 - iPhone Ownership ►01:03:09 - Upside Surprises ►01:04:17 - Mortgage Rates ►01:06:48 - The Fisher Investments Deal and RIA's ►01:11:21 - Favorites 👕 Check out The Compound shop: https://www.idontshop.com 🎙️ Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/show/TCAF/ Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/ Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/ The Compound Newsletter: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertisin.... Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ #thecompound #investing #stockmarket