On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the index, how interest rates affect valuation, and much more!

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Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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Talk Your Book: Growth Stock Concentration 38:33 Share

Animal Spirits Podcast

Shownotes Transcript

Talk Your Book: Growth Stock Concentration