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Concept3 mentions across episodes
Market correction
...markets, the other interesting thing here, Warren Buffett, you know, just put out his annual letter. He's gonna have his annual meeting coming up here. Has a $400,000,000,000 cash stockpile, has been liquidating stocks. Yeah. Right? His biggest stock
58:30 / 59:33
from transcript58:30 – 59:33
...does react in real time. They don't pay attention to my seventy two hour rule. And, you know, you're just gonna have an easier, better life if you deploy the seventy two hour rule. For MicroStrategy, they have 400,000 Bitcoin or 500,000 Bitcoin. It's
4:30 / 5:35
from transcript4:30 – 5:35
...I mean, we sort of talked about them. We did an episode with the, top strategist at Goldman recently. But what I would say the sort of defining aspect of markets right now, and you hinted at them, is how narrow this you know, we've had extraordinary
2:11 / 3:19
from transcript2:11 – 3:19
The LPs decide, I'm not gonna invest in your next fund, or I'm taking my 25,000,000 commitment down to five or 10 just to keep the relationship alive. Right. Which is what happens. So here we are. How many times in in in your life, Jason, have you se
17:58 / 19:00
from transcript17:58 – 19:00
...markets in 2024, but the gains have become incredibly narrow. So, basically, if you looked outside of anything that is an AI, chips, crypto, and quantum computing, Things have been sputtering for a while. A lot was really riding on a handful of sort
2:57 / 4:01
from transcript2:57 – 4:01
...drop correction, 20% bear market. Yeah. I think you start getting into, like, crashes at some point. That's probably what's gonna happen. So if I had to take a guess. I was thinking through the startup implications of this because this is not a macro
13:27 / 14:31
from transcript13:27 – 14:31
...markets. Great No. Opportunity to buy the dip, obviously, if you have any cash laying around in my mind. If I did if I was sitting on a ton of cash, you know, I'd probably be selectively nibbling on stuff. But Yeah. You know, I think the the net asse
5:12 / 6:19
from transcript5:12 – 6:19
...and stock market sold off three or 4% last week, etcetera. The good news, Jason, is that GDP growth for q four looks pretty hot. We're at about 67% chance of another rate cut in December. It's only a month away. Hyperscaler earnings for q three, pret
25:18 / 26:30
from transcript25:18 – 26:30
...in the market, Shamat? Is this simply people are looking for an excuse to trim their positions because things have been top ticking, all time highs, and people are just looking for an excuse? Or is this reality? Is this the go forward reality that AI
2:48 / 4:01
from transcript2:48 – 4:01
...the market was in the face of all this uncertainty. Well, now I would argue we're starting to see a few, you know, cracks in in in that. And so, you know, if you look at this chart, Bill, it's really the the Nasdaq since the election. Yep. And we ran
49:28 / 50:31
from transcript49:28 – 50:31
...So so market kind of held up, you know. And and I was sort of a defense whether whether these, like, technical levels 2050 will will get broken and we'll go lower or not.
15:40 / 16:49
from transcript15:40 – 16:49
...the markets. But, basically, we priced in that recession in April 2025. S and P down 20%, many stocks down thirty, forty, 50%. And we talked about that at the time, and then we had the reflexive move higher. Now it wasn't as dramatic as the reflexive
3:47 / 4:58
from transcript3:47 – 4:58
...strategist and co head of global research, and now he's with us to talk about the market. And, Marco, thank you so much for coming on Odd Thoughts. Thank you so much for having me. I'm very excited. I know I've said that three times now, but I guess
3:44 / 4:50
from transcript3:44 – 4:50
a major stock market correction is coming. Stocks are overvalued and Donald Trump promises to be an agent of chaos who is unafraid of starting trade wars. The confluence of these two factors means we will see the market drop at least 20% off their hi
30:00 / 31:03
from transcript30:00 – 31:03
...stock market had a pretty significant correction. And it was going back, back to around 2000. It was the thirteenth correction in the S and P 500 defined by a drop of 10% at least 10%. In the in the 12 corrections before the one here in 2025, the dol
8:59 / 10:09
from transcript8:59 – 10:09
...The US stock market has had a phenomenal year, and this is all kinda minor in the grand scheme of things. But some of the moves haven't been that minor for some big things. It is some of the most volatile period since April, really. I mean, it's kind
3:45 / 4:45
from transcript3:45 – 4:45
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