learn more. >> Welcome back to The Exchange. Let's talk small caps.According to the latest Bank of America flow data, clients were net buyers last week of large and mid-cap stocks, but they were sellers of the small caps and according to their fund manager survey, 44% say large cap stocks will outperform small caps this year. That's a rise from the previous reading. Small caps have continued to underperform, with the Russell 2000 only up 1.5% so far this year.My next guest, though, remains near-term cautiou ...