Latest / The Financial Exchange Show
The Stock Market Is More Concentrated Than Ever
Stocks are on pace for a fourth consecutive year of double digit gains, but the growing influence of AI has made the broader market far less diversified than many investors may realize.
Chuck Zodda and Mike Armstrong discuss whether investors should hedge after the market’s extended run, why long term investors should think differently from short term traders, and how concentrated positions can take years to recover after a crash. They also examine how much of the S&P 500 is now tied to the AI trade, why government deficits and massive corporate spending continue to support the economy, and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.