Few of us would’ve predicted that by June the S&P would not only be positive, but up over 11%. On face value, a healthy market.

But dig a little deeper, and it quickly becomes apparent that this performance has been carried by the big mega-cap tech stocks. Such is their performance, and the lack of performance by the rest of the index, that Apple, Microsoft, Alphabet and Nvidia now account for a third of the S&P500.

This all begs the question: what next?

Do these mega cap stocks sell off, does the rest of the market trade up, or will it be a bit of both?

If it’s the former, which companies will take the reigns?

These questions, and more, are answered by Friday's guest – Jacob Mitchell, founder, CIO and lead Portfolio Manager at Antipodes Partners.

Jacob goes to town on a lot of subjects, including:

• his bear case for consumer-facing mega cap tech;

Here's a preview of what you can expect.