The Buried $150 Billion Bet Inside the Top 20 U.S. Stocks

This week, we’re bringing you an episode of WSJ’s Take On the Week. Host Telis Demos and guest host Spencer Jakab, investing columnist and writer of the Markets A.M. newsletter, are joined by Kaitlin Hendrix, asset allocation research director at Dimensional Fund Advisors, to decode investors’ surging interest in private markets.

They break down how investors may already have exposure in their investment portfolios to private companies like Anthropic, Stripe and Flipkart, through holdings in companies like Alphabet's Google, Amazon and Nvidia. Hendrix explains why your public index fund might already provide the diversification you’re looking for, without the high fees. Plus, Jakab explains the way that big tech’s private company investments are boosting earnings to near-unprecedented levels.

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com

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Further Reading:

Earnings Forecasts Are on Steroids

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.

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