Latest / The Financial Exchange Show
Diversification Returns as Market Leadership Shifts
After years of dominance by the S&P 500 and the Magnificent Seven, investors are seeing renewed strength from small caps, international stocks, emerging markets, and value stocks.
Paul Lane and Marc Fandetti break down why diversification is starting to matter again, how market leadership has shifted beyond the biggest U.S. tech names, and what 50 years of Dow Jones history shows about the difficulty of picking long-term winners. They also discuss SK Hynix’s Wall Street debut, OpenAI’s latest executive shakeup, concerns about U.S. AI models reaching Chinese tech companies, JPMorgan’s…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.