Michael Gayed, Publisher of the Lead-Lag Report, discusses a "concentration bubble" brewing. Year-to-date, the tech sector is the only sector beating the S&P 500 benchmark.

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*This video was recorded on June 18, 2024

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0:00 - Intro
1:13 - Concentration risk
3:17 - 10-year yield
5:22 - Tech vs “market”
9:43 - Lumber/gold ratio
12:30 - Biotech
13:07 - VIX
14:30 - Sectors diverging from S&P
16:57 - Blow-off top
17:50 - Equities vs. Inflation
20:33 - Recession trigger

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