What Goes Up

A Top 1% Manager’s Strategy

Many investors, like most Americans, have been fixated on the political drama of this year’s presidential election. But when it comes to picking stocks, Jamie Cuellar has kept his eye on the longer term. He’s the manager of the Buffalo Small Cap Fund, which has outperformed 99% of peers in 2020 as well as over the past one, three and five years, according to data compiled by Bloomberg. Cuellar joins the latest episode of the “What Goes Up” podcast to discuss the election, his fund’s strategy, and why small companies are still an opportunity for active fund managers to show their value in a climate that’s more and more dominated by passive and smart-beta strategies. Bloomberg Executive Editor Chris Nagi also joins the show to discuss markets.Mentioned in this podcast<a href="https://www.bloomberg.com/news/articles/2020-11-05/forget-biden-vs-trump-the-incumbent-is-winning-in-stock-market">Forget Biden Vs. Trump: The Incumbent Is Winning in Stock Market</a><a href="https://www.bloomberg.com/news/articles/2020-11-04/-scrap-that-traders-lose-the-plot-in-a-night-of-1-000-twists">‘Scrap That’: Traders Lose the Plot in Night of 1,000 Twists</a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.