Index Funds Are Broken & Stock Picking is Back | Jonathan Wellum

Passive flows are distorting price discovery, and Jonathan Wellum, CEO of Rocklinc, says the next few years will favor focused, active stock pickers who know their companies cold. In this interview with Maggie Lake, Wellum breaks down why the S&P 500 is really a bet on ten names, how "active share" separates true stock pickers from closet indexers, and why diversification beyond your best ideas just waters down returns. He also explains why copper, silver, and uranium may be more predictable than tech over the next five years as purchasing-power hedges against debt and fiat debasement. If you are heavy in index funds, this is a timely reset on where active management can add real alpha.

Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit https://bit.ly/3Qosh6m

Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g

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