Ankur Nagpal
speaker
437 appearances
1 recordings
1 series
first heard Jul 2026
last heard 7 Jul
Ankur Nagpal’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
I'll underwrite that with full value.
I'll strike a bunch of zeros and that's my fund math.
And literally, you just take the couple of price assets, you put a zero on everything.
But that's also why it's conservative underwriting, right?
I'd rather be conservative and shake out less demand than overpay for a bunch of stuff.
Totally.
You have to be conservative.
The only way of doing this in a responsible way is giving a literal zero to everything except the asset you want to buy.
It would be, in my mind, irresponsible and potentially fraudulent to like be using 2021 marks to mark the market in anything, right?
Yeah, that's interesting.
I mean, there are people who've tried that with ETFs.
For instance, I think one of the ETFs was when it was up 100x NAV, people tried shorting it, but the cost to borrow it was more than 100% of the value.
Yeah.
I think we'll start seeing a little bit more of it.
I mean, the financialization of everything is sort of well underway.
So I don't think it's that far away.
Look, if we if you told me here, the S&P will keep doubling every four years.
We'd all be out of work.
Right.
Very often it's not about what happened in the past, but versus what is what what it is going forward.
Showing 201–220 of 437 · page 11 of 22
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