Allie Howard

speaker
13,646 appearances 144 recordings 1 series first heard Dec 2024 last heard 7 Aug

Allie Howard’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
11 · Oct OctJan 26AprJulnow

Recordings per month over the last 12 months — 70 in all, peaking in Oct 2025 with 11.

Appearances

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Can't guarantee that will always happen, but historically, that tends to be the case. voice-verified
If it's a valuation thing, think about how it fits into your overall portfolio. voice-verified
If it's an ethical thing and you don't believe in what they're doing or don't want to allocate resources towards, say, exploration or Elon or whatever it might be that's adding to that, then you might want to pivot and look at something else if that's still something you do not want to touch at to any degree. voice-verified
But I think being able to start on the valuation side and say, how much SpaceX do I actually own by owning this broad-based index fund voice-verified
that might help kind of quantify the ethical side of things to say, okay, maybe it's $10. voice-verified
I have no idea. voice-verified
I don't know anything about your situation. voice-verified
But if it's $10, you can say, okay, am I okay with owning $10 of this for the debt, you know, for the grand scheme of my overall portfolio? voice-verified
Or maybe you're a gajillionaire. voice-verified
And again, I have no idea. voice-verified
Maybe it's a million dollars. voice-verified
And you don't want to own a million dollars of it, so you want to get out of it. voice-verified
So, again, I know that gives you a couple different angles to look at it, but I think sometimes it's helpful to take that 50,000-foot view instead of getting too far in the weeds on one specific company that you might own by owning a basket. voice-verified
What I like about this question, too, is it's a reminder to know what you own. voice-verified
So I think one of the things that you're doing really, really well, Kunal, is you know that by owning the QQQ, you now own SpaceX. voice-verified
So you're clearly paying attention. voice-verified
Now, not everyone has to know all 100 companies. voice-verified
Like, I could not, in full disclosure, could not recite all 100 companies currently in the NASDAQ 100. voice-verified
But... voice-verified
it's important to have a general idea of what different areas in the market you're in and in your overall allocation where you are positioned, unless you have someone who's managing it for you, in which case they kind of take that ownership and that responsibility from you. voice-verified
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