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Deep Dive: Concentration in U.S. Markets
Manage episode 442343811 series 2905641
In today's podcast, Wealth Consultant, Kaeli Kaainoa, CFP®, sits down with our Senior Analyst, Gherman Howell for a deep dive into the past 18 months for equity markets, focusing on the so-called "Magnificent 7" – Apple, Microsoft, Nvidia, Google, Amazon, Meta, and Tesla. After the rotation to value in 2022, these tech giants reached a trough toward the end of the year, setting the stage for a remarkable recovery. They explore pivotal innovations, such as Microsoft's integration of OpenAI's ChatGPT and Nvidia’s AI-optimized chips, which fueled a resurgence in tech. The discussion highlights the immense influence of the Magnificent 7, now comprising 37% of the S&P 500, and how that stacks up globally. They compare and contrast each company, shedding light on key market sentiments and differentiators.
76 епізодів
Manage episode 442343811 series 2905641
In today's podcast, Wealth Consultant, Kaeli Kaainoa, CFP®, sits down with our Senior Analyst, Gherman Howell for a deep dive into the past 18 months for equity markets, focusing on the so-called "Magnificent 7" – Apple, Microsoft, Nvidia, Google, Amazon, Meta, and Tesla. After the rotation to value in 2022, these tech giants reached a trough toward the end of the year, setting the stage for a remarkable recovery. They explore pivotal innovations, such as Microsoft's integration of OpenAI's ChatGPT and Nvidia’s AI-optimized chips, which fueled a resurgence in tech. The discussion highlights the immense influence of the Magnificent 7, now comprising 37% of the S&P 500, and how that stacks up globally. They compare and contrast each company, shedding light on key market sentiments and differentiators.
76 епізодів
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