Episode
Why the markets are smashing through the usual roadblocks
- Podcast
- The Living Market Podcast
- Published
- May 28, 2026
- Duration seconds
- 422
- Processing state
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Summary
The stock market is doing something unusual: rising steadily while consumers feel worse than they have at any point in recorded history, and most of the usual warning signs are flashing. Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management, breaks down the artificial intelligence concentration story driving U.S. markets and why 10 companies now account for roughly 40% of the entire index. He explains why this rally deserves respect but not blind faith, and why a truly diversified portfolio today means owning more than one version of the same trade.