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businessAug 19, 202520:55pending

Is the market too concentrated?

Unhedged

About this episode

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. 


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You can email Robert Armstrong and Katie Martin at [email protected].


Read a transcript of this episode on FT.com


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Is the market too concentrated?

Unhedged

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