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Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

Forward Guidance

CHAPTER

Passive Investing and the Impact on Large Cap Tech Stocks

This chapter discusses the impact of passive investing on the stock market, particularly in large cap tech stocks. The speakers explain the influence of benchmarking and highlight specific investments that have contributed to price returns. They also compare the current situation to the tech bubble in 2000 and emphasize the compounding effect of passive investing.

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