One of the most lucrative and highest yielding areas of investing is finding quality companies in the small-cap market. The difficulty with investing in this space is the companies often lack stability and market dominance to make some investors comfortable. On this episode, we talk to a leading expert and former hedge fund manager that has invested in the small business space over three decades. Eric Cinnamond currently runs his own blog where he provides a detailed analysis of all the conference calls and small-cap companies he follows (a couple hundred businesses).

IN THIS EPISODE, YOU’LL LEARN:

• How margins move in the business cycle, and where we’re currently at.
• What to listen for in an earnings call.
• Which catalyst that can make inflation take off.
• Why the recent movement in Treasury bond yields are important to your portfolio.
• Which sectors are priced attractively and where not to invest .

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Eric Cinnamond’s blog, Absolute Return Investing
• Jesse Felder’s blog, The Felder Report

NEW TO THE SHOW?

• Check out our We Study Billionaires Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
• Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
• Enjoy exclusive perks from our favorite Apps and Services.
• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
• Learn how to better start, manage, and grow your business with the best business podcasts. 

SPONSORS

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• River
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• Range Rover
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• USPS
• American Express
• Onramp
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• SimpleMining
• Public
• Shopify

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