Force Fed Heaps of Humble Pie (guest: Jonathan Lansky)
The Market Huddle
00:00
Performance of Market Groups and Leadership Shift
In this chapter, they discuss the performance of different market groups and the shift in leadership from the Mag 7 to small caps. They debate whether buying small caps is a wise decision and express concerns about being a bag holder. They also mention the possibility of an epic squeeze due to high ownership of the Mag 7 among hedge funds.
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