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12 results for “market hype”
A bubble is a temporary mania in which people are so agog at things that they throw over all discipline, all caution. And I just don't it just doesn't feel to me like we're there. We're high priced. I say lofty but not nutty. And the bubbles I've see
29:54 / 31:03
from transcript29:54 – 31:03
...has its minds of its own, which is tied to sentiment, you know, and it's tied to momentum. You know, most people think momentum, you know, they don't calculate by the thing. They just feel good about market. They see good news about market. Their tax
38:11 / 39:21
from transcript38:11 – 39:21
...Stock market's about to hit a new high. Tariffs have been they retreated on tariffs, and m and a is going crazy. Paige, Meaghan, I'm curious if you're seeing similarly strong m and a vibes out there in the market. Meaghan, start with you. I would def
17:14 / 18:26
from transcript17:14 – 18:26
...the market has become less efficient is because of quants themselves. They become a larger and larger portion of the trading in the market, these pod shops. And I have nothing against them. They're producing some absolutely stellar returns, risk adju
35:15 / 36:21
from transcript35:15 – 36:21
...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's gonna collapse or they're or or in a bubble that's gonna pop. What I say there is, I just wanna call your attention to all these forms of excessive or overheated behavior and let you know what I think is going on. That's all it says. So in t
10:20 / 11:41
from transcript10:20 – 11:41
In one of the biggest indexes out there in terms of after the S and P five hundred. This is probably the next biggest growth index out there. And when this rebalance occurs, which again is in March, ironically, it's the same deal, there's gonna be mi
24:41 / 25:48
from transcript24:41 – 25:48
fifties to 70,000,000,000 of extra sales to Meta by adopting AI. But then the next piece is, if you're a small advertisers, let's say you got a $20,000,000 ecommerce business, you don't have Madison Avenue making ads for you. You gotta do it yourself
40:29 / 41:30
from transcript40:29 – 41:30
...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
...up to a market where inefficiencies are bigger and last longer. This can be a bit circular because I admit I probably started here, but I pointed the spread between cheap and expensive. We can't come up with a reason to rationally explain why it's wi
50:59 / 52:04
from transcript50:59 – 52:04
...and do they get mark to market accurately? It depends on what you think accurately means. Look at stock prices up and down one or 2% every day. That accurately tells you what some manic depressive is willing to trade at, but it doesn't accurately tel
24:41 / 25:46
from transcript24:41 – 25:46
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