“the last book was bailout nation was 15 years ago.”
“how I trade and invest in stocks and bonds. And if you would go back and read that book, everything he talks about just substitute AI for internet for for telegram, and dot coms for railroads.”
“Shout out the book. Uh, sure. How not to invest right. Over there. Hardcover paperback. You know, the last book was bailout nation was 15 years ago.”
“Then, of course, as the pandemic starts to as the vaccine starts going around and we start to see the light at the end of the tunnel, Peloton crashes. He must have taken a whole bunch of stock loans.”
“pop why bubbles are great for the economy. And think about the dot com era, think about all of the fiber that was laid global crossing and Metromedia fiber, and the hundreds and hundreds of millions of dollars, billions of dollars in fiber laid at one point in time, I want to say it was like over $1,000 a mile.”
“Like, if they have that sort of attitude, I don't have room for them. I think you would probably, I'm guessing you have an opinion, either positive or negative on the, what's his name? The rich dad, poor dad guy. I forgot what his name is. Oh my God. Kiyosaki. He's been, he's a chapter in the book. And I, I don't know.”
“between. Do you guys remember the book Snowball about Warren Buffett? Sure. Absolutely. I just started reading it. And the very first scene is basically Warren Buffett at the Alan Coe conference, which is the who's who.”
“And so I started hunting for some data and for some academic research. And in 2006, Reinhart and Rogoff did a white paper that eventually became the book. This time is different. Eight hundred years of financial folly.”
As referenced on air, with the quote and the moment. Reported, not evaluated.
“Hendrick, Hendrick Bessenbinder at Arizona State Business School did a couple. He did a couple of studies and he basically found out that the entire value in the market comes from between one and two percent of stocks.”
“Hendrick, Hendrick Bessenbinder at Arizona State Business School did a couple of studies and he basically found out that the entire value in the market comes from between one and two percent of stocks.”
“The hedge fund, uh, the buys are good, but the sales are worse than just if they sold at random. So I love this study. It's by Alex Amos, who is a university of Chicago professor, but they did this study where they looked at all these buys.”
“The hedge fund, uh, the buys are good, but the sales are worse than just if they sold at random. So I love this study. It's by Alex Amos, who is a university of Chicago professor, but they did this study where they looked at all these buys.”
“O'Shaughnessy did a research study on direct indexing. Their study said that it was 400 plus basis points of losses harvested and replaced with very similar companies.”
“In 2006, Reinhart and Rogoff did a white paper that eventually became the book. This time is different. Eight hundred years of financial folly.”