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Chuck Jaffe's Money Life Show: Brandon Nelson, Manager, Calamos Timpani Small Cap Growth (CTASX)

TedTed
in The Bullpen
FYI: ( Slide mouse to 17:10 minutes for Brandon Nelson interview.)

Brandon Nelson, senior portfolio manager at Calamos Investments, said small-cap stocks are the cheapest they've been in many, many years relative to large-caps, noting that investors could win playing them on different levels, as an asset class in general but also making bets on individual securities. He favors technology, health care and consumer-discretionary stocks while mostly avoiding industrial materials, energy and utility issues. Also on the show, Ted Rossman of CreditCards.com talks consumers using cash versus plastic, Sam McBride of NewConstructs.com says that WeWork is an IPO that makes other new-stock follies look almost sane, and we rebroadcast a recent interview with Les Nanberg of Cornerstone Wealth, who -- unlike most experts -- expects to see recession sooner rather than later.
Regards,
Ted
https://www.stitcher.com/podcast/moneylife-with-chuck-jaffe

M* Snapshot CTASX:
https://www.morningstar.com/funds/xnas/ctasx/quote
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