Focusing on Growth (Not Market Cap)
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Traditional market cap-weighted indexes like the S<unk>P 500 have really done a great job in dominating investor inflows, but today There's concerns of cap weighting that is leading into increased market concentration into just a handful of stocks, especially the Mag 7, higher valuations, and increased risks for investors. How should an index investor think about this? Well, to help us unpack all of it and what it means for your portfolio, let's bring in Rob Arnott. founder of Research Affiliates.
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