What podcasts say about Paul Kearney

What Paul Kearney has said on podcasts

5 statements · 1 negative · 1 mixed · 3 neutral

1. on Passive investingNeutralOct 14, 2026· Merryn Talks Money

   Passive investing is widely perceived as a complete investment solution.

   “It's got to the point where everyone thinks that passive investing is itself some solution.”

   Listen at 6:01

   Open the episode · The Portfolio Reset: Episode 1
2. on Market concentration in seven companiesNegativeOct 14, 2026· Merryn Talks Money

   Passive investing can produce market concentration in seven companies.

   “You end up with what looks like a market concentration in seven companies.”

   Listen at 6:16

   Open the episode · The Portfolio Reset: Episode 1
3. on S&P 500NeutralOct 14, 2026· Merryn Talks Money

   The S&P 500’s market-cap weighting is an index-construction decision.

   “the S&P 500 is a market cap weighted index. That's a decision.”

   Listen at 20:31

   Open the episode · The Portfolio Reset: Episode 1
4. on Index constructionNeutralOct 14, 2026· Merryn Talks Money

   Index construction and selection involve numerous judgments.

   “there are judgments being displayed everywhere in the construction of the indices, as well as which index you're choosing to follow and which mix of the indices you're choosing to put together.”

   Listen at 20:59

   Open the episode · The Portfolio Reset: Episode 1
5. on U.S. market concentrationMixedOct 14, 2026· Merryn Talks Money

   U.S. market concentration feels sensible but constitutes a concentrated bet.

   “This concentration feels sensible because it's been successful. But it is a concentrated bet.”

   Listen at 24:16

   Open the episode · The Portfolio Reset: Episode 1

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.