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14 results for “market correction”
Concept3 mentions across episodes
Market correction
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
...is a correction, is there something good that could come from it? Hypothetically, if the equity market deflation spreads to the housing market, which at the magnitude you're talking about is very likely, then yes, inflation writ large, especially the
6:05 / 7:05
from transcript6:05 – 7:05
...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 market shifts into that mode, what you see are that the holders of those equities want a massive margin of safety. What does that mean? They have to take PEs way down. If you used to trade at 40, you should trade at 20. If you used to trade at 20
6:00 / 7:00
from transcript6:00 – 7:00
...expert, a private market expert, but public markets, generally, what happens is if a market retreats like we're seeing because of the tariffs and just the general non predictable market we're in, I would say is a a gracious way of saying it. Like, it
4:29 / 5:39
from transcript4:29 – 5:39
...When a market retreats, the highest valuations get corrected first. Yep. And the ones that might be the lowest will lose the least because I mean, if you compress to three times, four times, five times your sales, people are gonna be like, There's no
5:14 / 6:18
from transcript5:14 – 6:18
...market, for example, fell about 55% from its peak in 2007 to its trough roughly in 2009. I mean, extraordinary declines. I mean, that that had a very, very big impact on on psychology, understandably, and, of course, you know, similar episodes we've
36:51 / 38:07
from transcript36:51 – 38:07
...When you look at sort of equity cycles to simplify things, in other words, a period where you get a fall around typically a recession, but not always, and then a recovery, an expansion, and then typically a period of very high returns before you get
2:59 / 4:07
from transcript2:59 – 4:07
...functioning market, what we are always debating is when a set of cash flows go from becoming highly confident to less highly confident. It's a when conversation. So when will Coca Cola's cash flows be impacted? When will Eli Lilly's cash flows be imp
3:41 / 4:46
from transcript3:41 – 4:46
...market is in correction territory. So if you look at NVIDIA stock or Robinhood, or Yeah. You know, anybody in the AI, space, we're probably, you know, in this schizophrenic market where it's topped out, and we need a couple of little corrections. We
56:54 / 58:00
from transcript56:54 – 58:00
...market did correct significantly. However, it did not reach a 20% correction, and it did not stay at those levels. Hey. I've got some leverage in my portfolio, so I did hit 20% down. I'll give it to you, you know? I yeah. But, you know, it's correcte
30:45 / 31:59
from transcript30:45 – 31:59
...in in in market cap that have better earnings potential. And essentially especially in the new administration that is seemingly more business friendly. If you get some deregulation, this can also feed down to the mid cap sectors that get better acces
11:12 / 12:19
from transcript11:12 – 12:19
...markets right now. I mean, we got a story, obviously, about a week or two ago on on DeepSeek, and all of a sudden, everyone freaked out for a day, and markets tumbled. And, yeah, they rebounded. Everybody kinda, you know, caught their breath a little
6:04 / 7:09
from transcript6:04 – 7:09
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