Chris Stott: The small-cap buying opportunity is still ahead

Podcast: The Rules of Investing · Livewire Markets

Opublikowano: 2026-10-30

Small industrials have fallen more than 20% from their highs, but Chris Stott thinks the best buying opportunity is still ahead. So what would convince him it’s time to buy? In this episode of The Rules of Investing, 1851 Capital’s CIO explains the signals he’s watching, why he’s sold his AI infrastructure winners, and where he’s finding value while he waits. He also makes the case for Bapcor, his largest holding, and reveals the stock he’d own if the market closed for five years. Thanks to our Sponsor AlphaSense This latest episode is brought t...