The Compound and Friends cover image

Bearish but Priced In

The Compound and Friends

00:00

The Strength of Mega Cap Tech

Microsoft and Apple are now 30% of the smp. The last time the top two stocks were that big was AT&T and IBM in the early 70s. Investors are flocking to what has worked in the past when earnings growth was you know was very slow.

Play episode from 39:20
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app