Five stocks make up ~25% of weighting in the S&P 500.What sectors can step up to fill in the gap moving forward? You can listen to the podcast if you’re on the run:

In the video I cover:

• 4 Horsemen of the Apocalypse
• Top 5 Stocks making up ~25% S&P 500
• Fox Business/Yahoo! Finance/WSJ Commentary
• BofA Global Fund Managers Survey - Summary and Implications on Positioning
• Value vs. Growth
• Staking to where the puck is going.What sectors are next?
• 5 Sectors that could enjoy relative outperformance moving forward.
• AAII Sentiment, CNN Fear and Greed.
• NAAIM Active Investment Manager Positioning
• Dividend Yield to 10 Year Yield
• S&P Stocks above 200DMA
• China Recovery
• TSA Airline Data
• Earnings: Energy, Defense, S&P 500
• AMA Question of the week: Using Open Interest Clusters to determine "Max Pain"

Length: 00:51:12