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15 Years in Microcaps | Why Bad Cycles Are the Best Time to Be in Microcaps

Mar 20, 2026

This podcast episode discusses micro-cap investing, focusing on the cyclical nature of this asset class and the significant drawdowns experienced, especially during bear markets. The creator emphasizes that understanding these cycles and having the stomach to endure volatility is crucial for micro-cap investors. The discussion highlights that micro-caps are currently out of favor, presenting potential opportunities for those who can navigate the current harsh cycle.

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This podcast episode discusses micro-cap investing, focusing on the cyclical nature of this asset class and the significant drawdowns experienced, especially during bear markets. The creator emphasizes that understanding these cycles and having the stomach to endure volatility is crucial for micro-cap investors. The discussion highlights that micro-caps are currently out of favor, presenting potential opportunities for those who can navigate the current harsh cycle.

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