1 rich Libsyn https://www.libsyn.com 90 600 In this episode of the Netwealth Portfolio Construction podcast, Paul O’Connor is joined by Eric Almeraz from APIS Capital Advisors, Eric offers a window into the world of global small caps, where 90% of listed companies live. Eric shares his thoughts on: How to spot value and avoid traps in a universe of 19,000 stocks, many of which they think are under-researched and mispriced. Why small caps are a goldmine for shorting, with themes like Chinese renewables and broken growth stories - companies that are over-earning or benefiting from temporary booms. What makes a contrarian view profitable, and how APIS used deep research to uncover a multi-year opportunity in overlooked tech. How regulation is reshaping industries, with real-world examples. Why AI isn’t just hype, discover how AI is impacting investment strategies. The Portfolio Construction Podcast http://netwealth-portfolio-construction-podcast.libsyn.com/website <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/37529990/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/37529990