Narrow Market Breadth Is a Problem: RBC's Wu Silverman

The video tutorial discusses the impact of narrow market breadth on volatility and options, highlighting how it can mask underlying market rotations. It explores investor behavior, particularly the role of FOMO in driving market dynamics and option trading, using examples like NVIDIA and GameStop. The tutorial also examines how persistent market narratives influence equity markets, especially in mega cap and AI stocks, despite changes in risk-free rates.

Discuss the relationship between risk appetite and the allocation of money in the markets.

In what ways have mega cap stocks shown resilience in the market narrative?