Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week and discuss how index concentration continues with a recent change to the S&P 500. Plus, Dan leads a discussion on investor sentiment through cycles according to Sir John Templeton.

Conversation Markers:

• 0:35 – Introduction and market recap
• 1:53 – Index concentration continues with a recent change to the S&P 500 Index
• 9:28 – Bull markets grow on skepticism

[Episode Length: 19:50]

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