The Concentration of Risk, Part 2

Last week, we re-aired one of our most popular Big Picture podcasts of the year explaining the growing investment bubble being facilitated by ETFs and passive investing in The Concentration of Risk, Part 1. Today, we follow up highlighting data from technician and former Soros Fund Management analyst John Roque who we spoke with earlier this month on how we are getting closer to 2000 tech-bubble levels not just in terms of valuations, but a concentration of stocks across funds, particularly ETFs.

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