Becky Quick

speaker

455 appearances 1 recordings 1 series first heard Jun 2026 last heard 16 Jun

Becky Quick’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 — 1 in all, peaking in Jun 2026 with 1.

Appearances

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The Master Investor Podcast with Wilfred Frost · Becky Quick: Warren Buffett's Biggest Lessons, CNBC, and Finding Purpose Through Adversity · 16 Jun 2026 podcast

Charlie Munger and Warren Buffett have both told me individually, they might not buy the stock, but they would never vote against or bet against Elon Musk because it is a pretty risky proposition to do so.

Well, I will tell you this, if you have to pin it back to anything, I would pin it back to

the late 1990s and 2000, when you had so many dot-com companies that were coming to market.

And it was a really exciting time.

I was covering retail, and I'd been covering the internet for The Wall Street Journal.

So I was a reporter there at that point, going through some of those things.

And the excitement that you feel, like I remember sitting down with Mark Cuban at the Javits Center when there was a huge conference that had come in and we just went across the street and got Coca-Colas and sat at a little deli there and went through some of these things.

The excitement that you feel is similar to that.

I think in this case, a lot of the companies actually have more valuations behind them.

If you look at NVIDIA, if you look at any of the infrastructure companies that have built this stuff up, there's some real money and some real value.

Deep funds that are being spent on this.

And obviously, it's the seven big companies, Meta and the rest of them are all spending tons of money, Amazon.

And that is money that is being put to use.

Of course, you could look back and say that that would be the Cisco's of what we saw back then in the late 1990s.

I feel like this time is different, but you're right.

There is that sense of deja vu there that makes you worry.

OK, what happens if the spending, if any of these big companies cut off their spending?

What happens to everybody down the line?

What happens if the large language models get commoditized to the extent that they have to bring their prices down to bring either consumers or businesses back into this?

So that's always rattling around in the back of my head.

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