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What is Outperforming? Navigating Markets in the Era of the Mag Seven

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Manage episode 518533431 series 3633667
Content provided by Michael Kantrowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kantrowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we talk with Emily Needell Deputy Chief Investment Strategist at Piper Sandler, to discuss the dominance of 'The Mag Seven’. We delve into the unprecedented returns of these companies, over the past decade. The conversation covers the implications of these outsized returns on the market dynamics, the distortion they create, and the shifting definitions of what it means to outperform the market. They also explore the impact of passive funds on these mega-cap stocks and debate the potential for improved market breadth in the future. The discussion wraps up with insights into what better breadth means for diverse market segments without necessarily signaling a decline for the Mag Seven.

For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

  continue reading

45 episodes

Artwork
iconShare
 
Manage episode 518533431 series 3633667
Content provided by Michael Kantrowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kantrowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we talk with Emily Needell Deputy Chief Investment Strategist at Piper Sandler, to discuss the dominance of 'The Mag Seven’. We delve into the unprecedented returns of these companies, over the past decade. The conversation covers the implications of these outsized returns on the market dynamics, the distortion they create, and the shifting definitions of what it means to outperform the market. They also explore the impact of passive funds on these mega-cap stocks and debate the potential for improved market breadth in the future. The discussion wraps up with insights into what better breadth means for diverse market segments without necessarily signaling a decline for the Mag Seven.

For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

  continue reading

45 episodes

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