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Evergreen Exchange
Evergreen Gavekal
76 episodes
13 hours ago
The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.
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Business
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All content for Evergreen Exchange is the property of Evergreen Gavekal and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.
Show more...
Business
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Deep Dive: Concentration in U.S. Markets
Evergreen Exchange
52 minutes 55 seconds
1 year ago
Deep Dive: Concentration in U.S. Markets

In today's podcast, Wealth Consultant, Kaeli Kaainoa, CFP®, sits down with our Senior Analyst, Gherman Howell for a deep dive into the past 18 months for equity markets, focusing on the so-called "Magnificent 7" – Apple, Microsoft, Nvidia, Google, Amazon, Meta, and Tesla. After the rotation to value in 2022, these tech giants reached a trough toward the end of the year, setting the stage for a remarkable recovery. They explore pivotal innovations, such as Microsoft's integration of OpenAI's ChatGPT and Nvidia’s AI-optimized chips, which fueled a resurgence in tech. The discussion highlights the immense influence of the Magnificent 7, now comprising 37% of the S&P 500, and how that stacks up globally. They compare and contrast each company, shedding light on key market sentiments and differentiators.


Evergreen Exchange
The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.