With 10 mega-caps making up 40% of the S&P 500, Charles Schwab’s Kevin Gordon explains why tech is undergoing a “needed reset” and why an equal-weighted approach makes sense. He breaks down the four sectors to watch today and where he sees the market’s biggest value heading into 2027.
Recorded: November 3, 2026
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Host & Producer: Caroline Woods
Executive Producer: Rebecca Mezistrano
Sr. Studio Operations Manager: Shawn Elias
Technical Director: Julian Pinto
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