10 Stocks Drove 60% of Gains: Is Your Index Fund Safe?
Deep Values: Value Investing Deep Dives · Oct 23, 2026 · 22:51
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Oct 23, 2026 · 22:51
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Just 10 stocks drove 60% of 2024's market gains. Passive funds now make up 60% of the market, and the Shiller PE sits at 42. We look at what that means for index-fund diversification, for the AI chip cycle and for three fallen compounders, judged by intrinsic value rather than momentum.
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Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
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Episodes: Deep Values: Value Investing Deep Dives
