ep 296 | What happens when mega-caps bend the benchmarks?
Update: 2025-08-26
Description
Three US stocks are now as big as four entire sectors. That’s not hyperbole, it’s the reality of today's market. NVIDIA, Microsoft and Apple together make up more than one-fifth of the S&P 500. To put that in perspective, it's more than the combined weight of the four traditional defensive sectors of the market - healthcare, consumer staples, utilities and real estate. What does this mean for investors, and should it concern us?
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