Unfortunately, the S&P 500 Just Changed Forever

#finance
#financement

CHAPTERS
0:00 The $100 look-through
1:19 How top-heavy is the S&P 500?
3:26 Why you own the same ten companies in every fund
4:14 What changed in June: SpaceX and the index rulebooks
6:58 The 1965 chart
9:12 What history says when the top ten stumble
11:22 Ten tickers, one trade: the AI spending cycle
14:39 The 5 minute X-Ray
15:41 Your three paths
17:20 The Coast FI stress test
18:16 Run it and tell me your number