In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed AI CapEx Boom: Tech Giants’ Spending, Depreciation, and Market Impact: John: Yeah. That’s definitely not getting enough coverage. I think the other story is the– I hate to call it this, … Read More
Francois Rochon: The Stock Market Index Waltz: Tech Giants and Investor Behavior
In this interview with Capital Compounders, Francois Rochon explains how a few dominant companies, such as Amazon, Apple, Microsoft, and Nvidia, have driven the S&P 500’s performance in recent years. Their strong growth increases their weight in the index, leading more investors to favor indexing, which amplifies their dominance. However, … Read More