EPISODE · Jun 30, 2026 · 16 MIN
Passive’s Massive AI Gamble
from The Capital Cycle Podcast
Relatively less liquid mega-cap stocks and sector concentration have led to unintended risks for passive investors.Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Relatively less liquid mega-cap stocks and sector concentration have led to unintended risks for passive investors.Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
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Passive’s Massive AI Gamble
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