#small-cap-rotation — Wealth & Means

Episodes tagged #small-cap-rotation on Wealth & Means.

Buy the Dip, Sell the Rip: Software — 2026-02-21
Something is reorganizing in plain sight—capital migration, attention compounding, and software systems aging out of relevance. This episode maps the insider signals, dismantles the 'buy the dip' myth for the software era, and confronts whether you're building a durable system or waiting for volatility to rescue you.

#small-cap-rotation — Wealth & Means

Episodes tagged #small-cap-rotation on Wealth & Means.

Buy the Dip, Sell the Rip: Software — 2026-02-21
Something is reorganizing in plain sight—capital migration, attention compounding, and software systems aging out of relevance. This episode maps the insider signals, dismantles the 'buy the dip' myth for the software era, and confronts whether you're building a durable system or waiting for volatility to rescue you.