Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital
RiskReversal Pod
00:00
The Importance of Private Credit in the Equity Markets
The S&P is hard right now, because you have $8 trillion of market cap in about six names that are up on average, 40 some percent on the year. So it's very top and heavy. And I guess I wonder a little bit, is if we didn't have this AI mania for the last few months that has infected those biggest names, what would be leading? Do you understand what I'm saying?
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Transcript
