Get the app
Emily Needell
Deputy Chief Investment Strategist at Piper Sandler, providing expertise on market breadth, mega-cap performance (the Mag Seven), and the implications for earnings, margins, and passive flows.
Best podcasts with Emily Needell
Ranked by the Snipd community
8 snips
Nov 9, 2025
• 17min
What is Outperforming? Navigating Markets in the Era of the Mag Seven
chevron_right
Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, shares her insights on the dominance of the 'Mag Seven' mega-cap stocks. She discusses their jaw-dropping returns, like Nvidia's staggering 40,000% gain over the last decade. The conversation dives into how this concentration distorts market breadth and what it means to truly outperform today. Emily also highlights the impact of passive investing on the mega-caps and offers a hopeful outlook on the potential for improved market breadth in the coming years.
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
Get the app