Bethany McLean
speaker
391 appearances
2 recordings
1 series
first heard Jul 2026
last heard 2 Aug
Bethany McLean’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
But they were right.
Nonetheless, it took years.
for Enron to collapse.
A more compelling recent example is Wirecard.
This big European company that ended up going bankrupt and was a total scam.
There was a really convincing piece in the FT, I don't know, maybe a decade, seven years or so before Wirecard was revealed to be a fraud that laid it all out.
And no one cared until they did.
So there's also this tendency to dismiss red flags because the market isn't incorporating those red flags into its view of the price.
So therefore, the red flags must be wrong.
And if you look at history, you see that's just not correct.
And so you can't dismiss a red flag because the market doesn't seem to care.
You may decide that you believe and so therefore you're going to keep the red flag in your back pocket but continue to invest.
Or you may decide that the red flag isn't really a red flag and that you think the person who raised it is wrong.
But you still need to pay attention.
Yeah, it's really hard because I think AI is without question real, right?
The question, but the real question is whether the economic value it generates arrives on a schedule or arrives at all in time to justify the valuations of the companies.
And so many, many times throughout history, there's a timing lag, right?
And it's really hard to see also whether the companies that are making the big investments today are those that are going to profit from the revolution when it comes.
And those are two really, really different things.
And so there are some questions here.
Showing 61–80 of 391 · page 4 of 20
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