Talk Your Book: Consternation About Concentration

1 month ago 7

Rommie Analytics

Today’s Talk Your Book is brought to you by State Street: To learn more about State Street Investment Management click here: statestreet.com/IM On today’s show, we discuss: The rapid growth of the ETF industry and where the new money is coming from The rotation away from Mag-7 toward small caps, industrials, and international and what structural forces are driving it Why the AI capex cycle is starting to ...
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