The "AI Bubble"

The "AI Bubble"
Transcript
One of the benefits of index investing is supposed to be broad diversification. But right now 36% of the S&P 500 index consists of just seven stocks. If we look at the total US market, that number is 32%. That is the most extreme level of index concentration in US market history going back to 1927. US stock market valuations are also nearing their ... Read More
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