Episode Details
| Title | Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436] |
|---|---|
| Date | 8/5/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $RUSSELL3000 - Larger public companies in the Russell 3000 have consistently outperformed middle market companies due to better capitalization, broader management teams, and more access to resources.
- “So in that same period, those companies have public market access. So they tend to be better capitalized. They have, let's say, broader management teams. They have more access to resources. Those companies have done persistently and consistently better.” - Andrew (4:31)
- 🟢 $TAXIMEDALLIONS - 🔒
- 🟢 $ARES - 🔒
Bearish:
- 🔻 $MIDDLEMKT - 🔒
- 🔻 $PRIVCREDIT - 🔒