Ignore the macroeconomy and buy the micro, says Requisite Capital's Bryn Talkington

分组1 - The market is recovering from recent lows, with a focus on buying opportunities despite macroeconomic concerns [1][2] - Earnings reports are strong, indicating positive sentiment about the real economy and potential stock market growth [2][4] - Small-cap stocks are performing well, with a 10% increase in the early part of the year, suggesting investor confidence in economic growth [3][4] 分组2 - The small-cap sector is heavily influenced by financials and industrials, which are the largest sectors within it [4] - There is an expectation of continued volatility in the market, with predictions of sustained fluctuations through 2026 [5] - Apple is currently underperforming, with technical indicators suggesting caution, although the company has strong free cash flow [5][8]