The David Lin Report cover image

Fed Pivots In Unprecedented Economy: How Will Markets Respond Next? | Adam Kobeissi

The David Lin Report

00:00

Concentration Risk: Tech Dominance in the S&P

David highlights top-10 concentration; Adam explains tech's outsized role and why he remains constructive on leading AI names.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app