Michael Gayed, Publisher of the LeadLag Report, discusses a "concentration bubble" brewing. Yeartodate, 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 10year 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 Blowoff top
17:50 Equities vs. Inflation
20:33 Recession trigger

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