Episode Mentions
Bloomberg Surveillance · Apr 23, 2026
Single Best Idea with Tom Keene: Anna Wong & Marc Champion
“Charlie Rosen runs their commercial real estate credit division; cited for 60% growth concentration in NY/SF”
Wealth Inequality in U.S. Equities MarketsMagnificent Seven Stock ConcentrationAI Boom Economic Impact
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Masters in Business · Apr 22, 2026
At The Money: Looking Beyond Market Cap Weighted Indexes
“Provides RAFI-linked ETFs and mutual funds; live strategies dating back to late 2005 with $100B+ in RAFI assets”
Market Cap-Weighted Index Concentration RiskFundamental Economic Index WeightingIndex Reconstitution and Trading Costs
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Animal Spirits Podcast · Feb 23, 2026
Talk Your Book: Investing in Next Gen Tech Stocks
“Primary sponsor; offers QQQJ, QQQ, QQA, QQLV, RSP, and other ETF products discussed throughout”
NASDAQ Next Gen 100 ETF (QQQJ) positioning and performanceMarket concentration risk in mega-cap tech stocksEqual-weight versus market-cap weighting strategies
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