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20 results for “market corrections”
...the stock market crash on Black Tuesday over, I think it actually wasn't that bad by modern standards. I think the Dow dropped like in the low teens, maybe percentages on Black Tuesday, but it was still shocking to people. The real problem is over th
19:29 / 20:34
from transcript19:29 – 20:34
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
...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
...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
...market come down? Well, it's higher interest rates and lower valuations.
24:50 / 25:53
from transcript24:50 – 25:53
...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
...market, left for dead, dirt cheap, they can shrug off a bear market and, in fact,
32:20 / 33:26
from transcript32:20 – 33:26
...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
...the stock market crashed, and that led people to panic, and that led to runs on banks. People wanted their cash out of banks. Banks were, you know, not nearly as institutionalized as they are now. And there was no FDIC insurance that was put in place
20:14 / 21:16
from transcript20:14 – 21:16
...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
...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
...goes down another 10%, I think they're going to claim victory and find an off ramp, which they probably have already have planned. Gonna be great. Vietnam and India and these countries have given us everything we want, and now we're, you know, lowere
13:27 / 14:31
from transcript13:27 – 14:31
...the market just went down, like, every month for basically three or four years, and it goes down a full 80%. And when you're in the throes of that sort of 30 or 40% downturn that we saw, say, during the GFC or during COVID, you're thinking to yoursel
8:41 / 10:11
from transcript8:41 – 10:11
...corrections before the one here in 2025, the dollar went up when the, stock market went down as a flight to quality asset. That didn't happen this time. When we went into that correction earlier this year, the dollar went down. It usually goes up by
8:59 / 10:09
from transcript8:59 – 10:09
...missing one of the greatest decades in market history.
22:31 / 23:37
from transcript22:31 – 23:37
In the nineteen twenty nine crash, how quickly did information disseminate, and how quickly were the share price drops actually, you know, reflected on the exchanges and communicated to other people? Glacially. So one of the big technological problem
30:00 / 31:04
from transcript30:00 – 31:04
...markets dropped 20% off their highs at some point in 2025. However, they did drop about 15%. So this was during, Liberation Day when Trump announced all those ridiculous tariffs and unpopulated rocks and and that sort of stuff. There was a really sig
30:00 / 31:03
from transcript30:00 – 31:03
...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
...gets its head around the fact that the economy's gonna grow a little slower.
53:09 / 54:31
from transcript53:09 – 54:31
...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
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