All-In Podcast

Podspun
Search here to find specific moments when an exact word or phrase was mentioned. Ex: monkey, secret, like a kid.
Search here to reveal AI insights about this channel. Ex: Which guest dropped the biggest truth bomb? Whatā€™s the running joke that never dies?
Search:

RETURN TO CHANNEL

Major Mag 7 Drawdown: You Heard It Here First šŸ”®

March 10, 202501:09
00:00:00
what started as an ugly day on Wall
00:00:02
Street has turned downright hideous this
00:00:05
is a major percentage Smackdown apple is
00:00:08
taking look at Nvidia that concentration
00:00:10
risk has been real and we're seeing it
00:00:13
manifest itself in how markets have been
00:00:15
performing and the dispersion even among
00:00:17
the mag 7 shath who do you predict will
00:00:20
be the biggest business loser of 2025 I
00:00:23
don't know what the percentage draw down
00:00:26
from here will be but I think when we
00:00:28
look back the absolute dollar draw down
00:00:32
of the mag 7 will be in the trillions of
00:00:35
dollars and the reason is not
00:00:37
necessarily because of the underlying
00:00:39
fundamentals of these companies but I am
00:00:41
a little bit worried and I tweeted this
00:00:43
a few days ago about just the general
00:00:45
concentration of the top seven 8 nine 10
00:00:48
companies in the indices I think it's
00:00:51
approaching
00:00:52
40% and I think that when you look at
00:00:54
these historic concentrations they've
00:00:56
generally foreshadowed a big draw down
00:00:59
and unfortunately I don't see how you
00:01:02
can inoculate yourself from that risk it
00:01:04
could even be 10% but 10% will be a
00:01:07
couple trillion bucks

Podspun Insights

In this episode, the discussion kicks off with a stark analysis of Wall Street's current turmoil, as the hosts dive into the grim realities of market performance. The focus is on the so-called 'MAG 7' companies, with a prediction that their future losses could reach trillions of dollars. The conversation takes a deeper turn as they explore the implications of market concentration, raising concerns about the risks associated with having a handful of companies dominate the indices. Listeners are left pondering the potential fallout and the broader impact on the economy, making this episode a thought-provoking exploration of financial vulnerabilities.

Badges

This episode stands out for the following:

  • 85
    Most dramatic
  • 85
    Best concept / idea
  • 80
    Most intense
  • 80
    Best overall

Episode Highlights

  • Predicted Losses
    Experts predict that the absolute dollar draw down of major companies will be in the trillions.
    ā€œI think when we look back, the absolute dollar draw down will be in the trillions.ā€
    @ 00m 28s
    March 10, 2025
  • Market Concentration Concerns
    The concentration of the top companies in indices is nearing 40%, raising fears of a major drawdown.
    ā€œHistoric concentrations have generally foreshadowed a big draw down.ā€
    @ 00m 52s
    March 10, 2025

Episode Quotes

Key Moments

  • Trillion Dollar Losses00:28
  • Concentration Risk00:52