Miriam Gottfried

speaker

638 appearances 7 recordings 1 series first heard Jul 2026 last heard 4d ago

Miriam Gottfried’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Aug 2026 with 4.

Appearances

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WSJ's Take On the Week · How AI Speculation Is Fueling the Small-Cap Stock Rally · 30 Aug 2026 podcast

I mean, what does that say about where we are in the economic cycle? matched

I mean, it seems like matched

you know, from talking to other investors, small caps are often sort of seen as matched

the first to bring us out of an economic downturn, but that's not where we are right now. matched

get financing. matched

We're gonna take a quick break. matched

When we come back we'll have more with Dan Rasmussen. matched

Welcome back. matched

Um so Dan, uh w uh you mentioned private credit, which is near and dear to my heart having covered private markets here at the journal for the past eight years. matched

Um matched

But I want to talk about private equity because of course private equity firms own a lot of these small cap companies. matched

So looking at what's happening in the public markets and the v you know, the things that are powering the small cap indices upward, what does that tell us about what's happening in private equity portfolios? matched

if you only owned the SMC. matched

You still would have done matched

Dan, along the lines of major indices, I think a lot of our listeners probably either have a large chunk of their portfolio in an S P five hundred index fund or um a total market index fund like Vanguard Total Index. matched

How should people be thinking about one versus the other? matched

I mean, it seems like academically the total market index should outperform matched

Um the S P five hundred, but that hasn't been the case necessarily in recent years. matched

it's it's matched

fund manager say that very often. matched

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