Market concentration isn't permanent
The hosts argued that extreme market concentration, like today's mega-cap tech dominance, is not a permanent state, citing historical precedent where past leaders like AT&T and GE faded.
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The story so far
CONTESTED · 82 MENTIONS · 71 EPISODES · 23 SHOWS
24 JUL 2025 — 13 AUG 2026 · 5D AGO
24 SUPPORT · 9 CHALLENGE · 2 REPEAT · 47 MENTIONED
- THE ACQUIRERS PODCAST
29 EPISODES BETWEEN · 33 MENTIONS · 11 NOT KEPT
- 11 EPISODES NOT SHOWN
- THE MEB FABER SHOW · 2 MENTIONS
- BARRON'S STREETWISE
- FORWARD GUIDANCE
- FORWARD GUIDANCE
- MACROVOICES
- FORWARD GUIDANCE
- MACROVOICES
- FORWARD GUIDANCE
- AFFORD ANYTHING
- THE DERIVATIVE
- FORWARD GUIDANCE
- BARRON'S STREETWISE
- ANIMAL SPIRITS
- ANIMAL SPIRITS
- THE JULIA LA ROCHE SHOW
- THE COMPOUND AND FRIENDS
- THE BUSINESS BREW
- FORWARD GUIDANCE · 2 MENTIONS
- ANIMAL SPIRITS
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS · 2 MENTIONS
- MACROVOICES
- GOLDMAN SACHS EXCHANGES
- ANIMAL SPIRITS
- ANIMAL SPIRITS
- MACROVOICES
- THE COMPOUND AND FRIENDS · 2 MENTIONS
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- Market concentration isn't permanent · THIS IDEA
23 EPISODES BETWEEN · 26 MENTIONS
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- MONETARY MATTERS WITH JACK FARLEY
- THE COMPOUND AND FRIENDS
- THE MEB FABER SHOW
- MONETARY MATTERS WITH JACK FARLEY
- THE POMP PODCAST · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- THE COMPOUND AND FRIENDS · 2 MENTIONS
- EXCESS RETURNS
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- THE COMPOUND AND FRIENDS
- THE COMPOUND AND FRIENDS
- THE DIVIDEND CAFE
- THE DIVIDEND CAFE
- THE DIVIDEND CAFE
- MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
- THE DIVIDEND CAFE
- BLOOMBERG SURVEILLANCE
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- THE OPTIONS INSIDER RADIO NETWORK
- THE COMPOUND AND FRIENDS
- CNBC FAST MONEY · 2 MENTIONS
- THOUGHTFUL MONEY
- THOUGHTFUL MONEY · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD