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Small-caps are finally setting up for the market breadth expansion, says Needham's Chris Retzler
CNBC Televisionยท 2025-08-14 21:50
Well, small caps having a big week today excluded with the Russell 2000 outperforming the S&P 500 on hopes that the Fed will cut rates in September. But did today's hot PPI number disrupt that narrative. Joining me now is needed small cap growth fund portfolio manager Chris Rutsler.Chris, what's been holding the small caps back and has it been cleared. Well, certainly small caps have a valuation disconnect with large caps over the past few years. And one of the things that we need to see in small caps is gr ...