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The Index Fund Trap artwork
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The Index Fund Trap

InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Jul 3, 202644:54Business

When the Russell 2000 is up over 20% and the S&P under 10%, "I just own the index" means very different things depending on which index. A chance to explain how market-cap weighting quietly concentrated listeners into a...

About This Episode

The Index Fund Trap is an episode from InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors. When the Russell 2000 is up over 20% and the S&P under 10%, "I just own the index" means very different...

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Episode Details

Published Jul 3, 2026, 44:54 long, audio available.

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