Why your index fund is less diversified than you think

Kenny Polcari sits down with two managers who build portfolios from opposite ends. David Bahnsen, Founder and Chief Investment Officer of The Bahnsen Group, argues that most of the index is priced reasonably and a handful of names at the top are holding up the headline multiple. Drew Pettit, Chief Investment Strategist at Roundhill Investments, wants price momentum only when earnings momentum sits underneath it. Then Bahnsen makes the case that corporate borrowing for AI, not the federal deficit, is what is moving the long end of the curve. Timestamps: 00:00 Dividend growth against pure speculation 02:19 Why a high yield is not the same as a growing one 03:06 How thematic funds sit around a core 06:22 What the memory shortage is telling the market 07:45 Why good earnings have not been moving the stocks 09:02 What you actually own when you own the index 11:18 Cap weight or equal weight, if you had to choose 12:12 Expensive for a reason, cheap for a reason 13:56 The one number management cannot fake 15:29 What happened to a streaming darling, and why 16:53 Accidental high yielders, and how to avoid them 18:15 What the Fed will do, and what it should do 19:45 The real competition at the long end of the curve 21:02 What the market is actually pricing past a year 22:02 Did anyone ever have control of inflation 23:12 The forecast one guest refuses to give 24:01 Where yields go from here Featuring: Kenny Polcari, Host, Trader Talk, Yahoo Finance David Bahnsen, Founder, Managing Partner and Chief Investment Officer, The Bahnsen Group, and author of Profit from the Profit Drew Pettit, Chief Investment Strategist, Roundhill Investments Kenny Polcari gives it to you straight. New episodes Wednesdays at 5pm ET. #TraderTalk #YahooFinance #IndexFunds #Investing #Rates #StockMarket == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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