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Lumbering Through Fed Week + Michael Marone & Boris Vuchic Of Crescent Rock Capital

RiskReversal Pod

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The S&P 500 and the NASDAQ: How Much Weight Do They Make?

Five stocks make up 25% of the S&P 500. That's 50% or so of the NASDAQ 100. How do you guys think this is going to resolve itself? We have an S&P that's up nearly 12% on the year. Mike: As we look over the horizon and if we do have a downturn, we do think that the next bull market will look substantially different than this one.

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