Kevin Elliott
speaker
823 appearances
2 recordings
1 series
first heard Jul 2026
last heard 15 Sep
Kevin Elliott’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.
Appearances
Okay.
Let me explain that.
Yeah.
It takes the market capitalization, which is the total value of the company, and it assigns your euro or your 100 euro proportionally based on the weight.
Yeah.
So today, Nvidia is the largest company.
You put money into the S&P 500.
Higher percentage if it's going to go to Nvidia versus anything else.
Yeah.
Yeah.
It means that if we have a reset, let's say we have a reset in the AI space.
Yeah, and I'm not going to try to predict anything in that space.
It's a whole other episode.
But with concentration, if you look at the top 10 today, they're in AI, there's tech, you know, it really is very tech dominant.
So your 100 euro, if it's a big dip, could fall.
The reason that we want to go a little bit broader is
And look at beyond just the S&P 500.
And that could be something like the MSCI World Index or an index.
And there's the FTSE All World as well.
They're similar.
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