Andy Cross

speaker

412 appearances 5 recordings 1 series first heard Oct 2025 last heard 10 Jul

Andy Cross’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 1.

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Motley Fool Hidden Gems Investing · What History Teaches Us About Today’s Market · 10 Jul 2026 podcast

When you say all the way back, Travis, I think you're dating me because I think most people may be listening to this think 80s and 90s.

They picture big shoulder pads, maybe dial-up modems, Alan Green spans eyebrows.

But if you look at what happened during the 80s and 90s, they were incredible time for investors.

And for a host of different reasons, we came into the 80s.

with higher interest rates than we've had over the last couple years even.

Paul Volcker came in, slammed them down.

Exactly.

So they were exceptionally high, and then the Fed came in, put the hammer to those, pushed them back down.

That was painful in the short-term, but exceptionally good for investors across almost all asset classes, really, in the 80s.

But what was really, I think...

as you kind of teed us up, Travis, was this technological evolution.

I mean, the PCs were just really starting to get going.

And if you think about some of the data in 1984, only about 8% of US households owned a personal computer.

But by 1990, that had doubled to more than 15%.

And by 97, you know, kind of when you start to, before you start to get into the really crazy days, that was up to nearly more than a third of households owned PCs.

Yeah, it goes to show you that some of this penetration, this is actually why I think what we've seen with so many of, whether it's OpenAI or Anthropic or Gemini, the explosion, the use of these AI tools.

But technological, there are more evolutions than revolution.

I mean, even when the iPhone, you know, kind of came out in 2007 or so, it took some time for it all to get kind of...

And it really wasn't until the app store kind of got going that it really started to take off in that ecosystem.

So, you know, that technological progress takes some time to build out.

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