Core Viewpoint - The stock market is currently near all-time highs, prompting a recommendation to rotate investments from large-cap tech stocks to faster-growing small- and mid-cap companies, which are perceived as underappreciated and potentially more resilient against market fluctuations [1]. Group 1: Market Analysis - The emphasis is on shifting focus from large-cap technology stocks to small- and mid-cap stocks, which are expected to offer better growth opportunities [1]. - The current market environment suggests that small- and mid-cap stocks may serve as a protective measure against potential market downturns [1]. Group 2: Analyst Background - The analyst has extensive experience in covering technology companies and has worked in both Wall Street and Silicon Valley, providing insights into current industry trends [1]. - The analyst has been contributing to Seeking Alpha since 2017 and has been featured in various web publications, indicating a strong presence in the investment community [1].

Group 1 - The S&P 500 is experiencing upward price movement, prompting a recommendation for investors to explore small- and mid-cap stocks that offer better valuations compared to large-cap growth stocks [1] - The article highlights the importance of looking beyond the obvious investment opportunities in large-cap stocks, suggesting that there are potentially lucrative options in smaller companies [1] Group 2 - The author, Gary Alexander, has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, which informs his insights into current industry trends [1] - Alexander has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating a recognized presence in investment analysis [1]

Group 1 - The article emphasizes the importance of diversifying investment portfolios by focusing on reasonably priced small- and mid-cap stocks, moving away from large-cap growth stocks that have dominated the market [1] - Gary Alexander, with extensive experience in technology and startups, provides insights into current industry trends and themes shaping the market [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies mentioned [2][3]

Joining us now, Ali Debage, uh Janice Henderson, uh investors chief investment officer and just beautiful orange stuff everywhere. Nothing to do with Bitcoin. Uh but the the little and is Janice Henderson aligned with its clients.It is indeed. Yeah. Okay.Yeah. We pride ourselves with working with our clients and delivering for their their missions. And I'm excited to talk to you about something we don't always talk about and that is uh fixed income. you want to talk about fixed income or or you absolutely d ...