You Think You Own the S&P 500. You Mostly Own a Few AI Stocks — and the Rest Is Growing at Zero

Lance Roberts of RIA Advisors joined Adam Taggart on the Thoughtful Money podcast and brought a sharper version of the market concentration argument that retirement investors holding broad S&P 500 index funds may want to pay attention to. The 0% Growth Finding Roberts walked through cumulative year-to-date changes in consensus 2027 EPS estimates, and the ... You Think You Own the S&P 500. You Mostly Own a Few AI Stocks — and the Rest Is Growing at Zero