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Watch: Dollar Hits New Lows & Small Caps Surge on Massive Flows

Filmed on January 30th, 2026, Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze:

  • US dollar breaking to new lows as deficit concerns mount
  • Europeans holding $6 trillion in US equities creating potential selling pressure
  • Consumer confidence weakening despite GDP strength driven by AI CapEx
  • Small caps outperforming 7% vs S&P's 1.5% year-to-date as rotation intensifies
  • $1.6 trillion flowing into large caps since 2020 while small caps see outflows
  • 1% of S&P 500 market cap equals 37% of small cap 600 showing asymmetric opportunity
  • Emerging markets entering new bull market territory after decade of US outperformance
  • Latin America diversifying exports beyond US creating resilience
  • Brazil signaling rate cuts from 15% after defending central bank credibility
  • 10-year yields staying elevated despite Fed cuts breaking historical patterns
  • Gold overtaking treasuries in central bank reserves after Russia sanctions
  • Silver crashing 30% in single day after speculative surge
  • Oil squeezing higher on positioning and geopolitical tensions

 

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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.