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13 results for “market corrections”
...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 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
...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
...the market overall was very different and changing. And so I'm kind of was which is very different towards towards now in terms of the market was at a
38:55 / 40:08
from transcript38:55 – 40:08
...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
as was published in the academic literature and as we fully expected to see. But it also found some very powerful reversal effects where companies whose share prices were down 70 or 80% over the last year in combination with other characteristics, su
16:21 / 17:31
from transcript16:21 – 17:31
...market. Lower of the cost of market. The FASB rule of January drove to a more mark to market situation. So at that point, 2006, that's when secondary buyers would have to price the positions because there was a real market value to them. What caused
9:04 / 10:08
from transcript9:04 – 10:08
...around marketing rules and some changes about how many illiquid assets certain types of funds like interval funds and closed end funds can hold. I think some of those are more around the edges. But if you go back much further, the beginning of The Un
8:57 / 10:05
from transcript8:57 – 10:05
...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
...market where it's topped out, and we need a couple of little corrections. We need those 10% corrections.
56:54 / 58:00
from transcript56:54 – 58:00
...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
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