S&P 500 Dominated by Tech, Says Ritholtz

The video discusses the shift from a traditional 60/40 investment portfolio to a 70/30 strategy due to low interest rates and the lack of alternatives to equities. It explores three options for increasing returns: shifting to equities, considering alternative investments, and taking on more risk. The role of bonds as a portfolio stabilizer is debated, with a focus on their diminishing returns. The video also examines the impact of technological disruption on markets, highlighting Netflix's role as a disruptor and the dominance of tech companies in the S&P 500.

What are the three options mentioned for getting more returns on investments?

What role do bonds play in a portfolio as discussed in the text?

How has the investor class's lifespan affected investment strategies?

Why is the 60/40 investment strategy considered outdated according to the text?

What concerns are raised about Netflix and its market position?