Index fund tipping point risk
The guest argued that as passive index fund ownership grows, there is a theoretical tipping point where the market could become dysfunctional due to a lack of price discovery and marginal buyers.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The story so far
CONTESTED · 62 MENTIONS · 51 EPISODES · 19 SHOWS
31 JUL 2025 — 25 AUG 2026 · 2D AGO
11 SUPPORT · 5 CHALLENGE · 10 UPDATE · 2 REPEAT · 34 MENTIONED
- THE RATIONAL REMINDER PODCAST · 2 MENTIONS
44 EPISODES BETWEEN · 53 MENTIONS
- THE RATIONAL REMINDER PODCAST · 2 MENTIONS
- CHOOSEFI
- THE LONG VIEW
- THE RATIONAL REMINDER PODCAST
- THE RATIONAL REMINDER PODCAST
- THE LONG VIEW
- THE MEB FABER SHOW
- THE RATIONAL REMINDER PODCAST
- THE RATIONAL REMINDER PODCAST · 3 MENTIONS
- THE RATIONAL REMINDER PODCAST
- BARRON'S STREETWISE
- CHOOSEFI · 2 MENTIONS
- THE RATIONAL REMINDER PODCAST · 2 MENTIONS
- CAPITAL ALLOCATORS
- THE RATIONAL REMINDER PODCAST
- THE LONG VIEW · 2 MENTIONS
- THE ALPHA EXCHANGE
- THE KNOWLEDGE PROJECT · 2 MENTIONS
- GOLDMAN SACHS EXCHANGES
- YET ANOTHER VALUE PODCAST
- THE RATIONAL REMINDER PODCAST
- AFFORD ANYTHING
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- AFFORD ANYTHING
- THE BUSINESS BREW
- CHOOSEFI
- THE RATIONAL REMINDER PODCAST
- AFFORD ANYTHING
- AFFORD ANYTHING
- THE TIM FERRISS SHOW
- THE RATIONAL REMINDER PODCAST
- CAPITAL ALLOCATORS
- CAPITAL ALLOCATORS
- THE RATIONAL REMINDER PODCAST · 2 MENTIONS
- AFFORD ANYTHING
- CAPITAL ALLOCATORS · 2 MENTIONS
- ANIMAL SPIRITS
- WEALTHION - BE FINANCIALLY RESILIENT
- THE RATIONAL REMINDER PODCAST
- OPTIMAL FINANCE DAILY
- PROF G MARKETS
- AFFORD ANYTHING
- MOTLEY FOOL MONEY
- THE RATIONAL REMINDER PODCAST
- THE LONG VIEW
- THE LONG VIEW
- THE RATIONAL REMINDER PODCAST · 2 MENTIONS
- OPTIMAL FINANCE DAILY
- THE LONG VIEW
- AFFORD ANYTHING
- Index fund tipping point risk · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD