Tandem Talk, Episode 22: A Tale of Two Markets

Tandem’s Investment Team returns with Episode 22 of Tandem Talk! Tune in as the team explores the powerful passive investing feedback loop that pushes market leaders higher, a self-fulfilling prophecy in its own right—until it reverses. They discuss how extreme concentration can distort performance, the puzzle that is AI-expenditure, and what these trends may signal in an increasingly unpredictable environment.