Todd Sohn

The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66

Todd Sohn argues that charts and ETF flows now tell a story of extreme market concentration, with semiconductors still leading while software and several mega-cap tech names look weaker. He also warns that ETFs, especially leveraged and thematic products, have become a dominant market structure force that can hide how concentrated portfolios really are.