{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fportfolio-intelligence.simplecast.com%2Fepisodes%2Flooking-beyond-mega-tech-xk9mstr-IMH_EJyU","width":444,"version":"1.0","type":"rich","title":"Looking beyond mega-tech ","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/329dbc91-1c40-4421-b084-4bb4b1d79e6d/fd8303a5-d0ac-404f-8e6c-ad3d0c6eb650/pip-episodeart-image-1080x1080-e82.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/76a2718e-cd28-414d-9c4d-5517a9b10833\" height=\"200\" width=\"100%\" title=\"Looking beyond mega-tech \" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"In a year where investor focus was squarely trained on mega-cap technology stocks, small caps finally found their moment in the second week of July. Was it just a momentary break from normal service, or is it a signal of a broader stock rotation to come? Matthew D. Miskin, CFA, our Co-Chief Investment Strategist, shares his views."}