Tuesday, August 5, 2025

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Irene Tunkel: When The Rates Are Rising, Small Caps Have Great Potential

Joining us for our final episode this week of The Daily Dive is Irene Tunkel, of BCA Research. Irene talks with Cassandra about the macro-environment surrounding small caps, capital flows for IPOs and SPACs, inflation and more. We also discuss how apps like Robinhood and WeBull drive investors towards stocks like AMC and GameStop.

Irene is BCA Research’s Chief Strategist, US Equity Strategy. In this role, Irene is responsible for offering quantitative and fundamental approaches to BCA’s macroeconomic research. Prior to joining BCA Research, Irene served as senior macro strategist and portfolio manager at PGIM.

Previously, she worked across buy-side and sell-side with leading asset managers including Prudential, JP Morgan, State Street and Citigroup Asset Management. Irene holds an MBA from MIT Sloan School of Management and a BA in Economics from Brandeis University. She also holds a CFA designation.


The author has no securities or affiliations related to any organization mentioned. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.

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