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Unhedged — Is the market too concentrated?
Not scored yet20m·2025-08-19·Money

Is the market too concentrated?

Unhedged

Eight of the 10 biggest stocks in the S&P 500 are technology stocks, and tech as a sector represents 40 per cent of the value of the index. Today on the show, Katie Martin and Rob Armstrong ask if this is a warning sign of a structurally weak market. Also they go long defensive stocks and churches on wheels. For a…

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