We’re back with Episode 19 of Tandem Talk – for having nothing to say, we sure do have a lot to talk about! Tune in as we discuss the unprecedented levels of market narrowness and overconcentration investors are faced with today. What has happened to the S&P 500? Are markets changed forever? Is it really different “this time”? If history (or probability) is any indication, it’s not. Later, we revisit the “Lost Decade” of the aughts, and recount lessons learned. The takeaway is quite simple: if you invest like everyone else, during boom times you will boom, and during bust expect to bust. But hard times in the index does not mean hard times for all stocks, or all investors either.
Disclaimer: Tandem Investment Advisors, Inc. is an SEC registered investment advisor.
This podcast is for informational purposes only and shall not constitute or be considered financial, tax or investment advice, or an offer to sell, or a solicitation of an offer to buy any product, service, or security. Tandem Investment Advisors, Inc. does not represent that the securities, products, or services discussed on this podcast are suitable for any particular investor. Indices are unmanaged and not available for direct investment. Please consult your financial advisor before making any investment decisions. Past performance is no guarantee of future results. All past portfolio purchases and sales are available upon request.
All performance figures, data points, charts and graphs contained in this report are derived from publicly available sources believed to be reliable. Tandem makes no representation as to the accuracy of these numbers, nor should they be construed as any representation of past or future performance.
This podcast was originally recorded in English. Tandem does not guarantee the accuracy, completeness, or reliability of any translated materials, and shall not be held responsible for any discrepancies, errors, or misinterpretations arising from the translation process.
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More Commentary
Notes from the Trading Desk
The S&P 500 snapped its winning streak last week after nine consecutive weeks of gains that helped launch the index from its March lows. A hawkish repricing in Fed expectations and a selloff in the technology and semiconductor space dragged major U.S....
Notes from the Trading Desk
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Notes from the Trading Desk
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