Caleb Franzen says his portfolio is centered on what he calls the market’s “big boy table” — top executives and the stocks tied to them, including Nvidia, Goldm

Caleb Franzen says his portfolio is centered on what he calls the market’s “big boy table” — top executives and the stocks tied to them, including Nvidia, Goldman Sachs, Brookfield, Apollo, BlackRock and KKR. He added he likely does not own enough.