Latest / Animal Spirits Podcast
Talk Your Book: Growth Stock Concentration
On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the index, how interest rates affect valuation, and much more!
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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The skinny
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