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14min chapter
The Scent of Recession with Liz Young + What Are We Doing with Vincent Daniel and Porter Collins
On The Tape
Cash on the Sidelines and Concentration of Stocks in the Market
In this chapter of the podcast episode, the speakers discuss the concept of cash on the sidelines and its significance in the current market conditions. They also talk about the concentration of certain stocks in the S&P 500 and the potential risks associated with this. They provide data on the performance of different stocks and highlight the importance of considering market caps when analyzing returns.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode