With several massive private companies potentially entering public markets, those rules are becoming more important than ever. In this episode, we’re looking at what happens when “passive investing” still depends on very active decisions behind the scenes.
WHAT YOU’LL LEARN:
- Why index investing is not as neutral or passive as most investors believe.
- How SpaceX's potential IPO exposes the hidden rules behind index eligibility.
- How the S&P 500 and Russell 2000 make decisions differently behind the scenes.
- How forced buying from index inclusion can create unusual price and liquidity risks.
- How companies staying private longer creates new challenges for index fund investors.
- The most important question.
Tags:
MedSpa, index funds, passive investing, SpaceX IPO, index construction, S&P 500, Russell 2000, FTSE Russell, forced buying, style drift, active vs passive investing, index concentration, medspa finances
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