Anthony Scilipoti
๐ค SpeakerAppearances Over Time
Podcast Appearances
And somehow it's okay.
So it wasn't okay in my class.
And ultimately, I think you build respect because people see that there's a rule and it's followed.
And then people have respect for the rule.
And you talk about this in your book.
It's all about the mental models.
I believe that strongly.
The experience teaches you what the numbers mean, as we've spoken about.
And when you have experience, you say, I've seen that before.
And a lot of the things I see happening today are
link back to things I've seen when I started my career over the last 30 years.
And I think that's something that the AI can't quite do unless you tell it where to look, because it doesn't know the link that I'm thinking about.
But if I can make the initial stage, it can help me get there quicker and more accurately.
But if I don't already have a model of what I'm looking for,
It's not going to get there.
What are you seeing today?
We're talking now equity markets, is that?
Yeah.
I think we're in what seems to be, you know, and I hate calling things bubbles, but I think we're in a period of extreme euphoria where the numbers, the fundamentals, and fundamentals is thrown around in the investment industry, like the word love is thrown around among humans.
You know, the fundamentals, well, someone looks at the chart and sees that, you know, it did a double bottom.