Brian Levitt
👤 SpeakerAppearances Over Time
Podcast Appearances
goes in a weird direction.
Like you would take door B every single time.
Correct.
Nobody wants door A. And the good news is we don't have door A right now.
Discuss.
Are investors taking too much risk?
Yeah, I mean… All right, let's start.
I don't think professionals are taking too much risk right now.
I don't.
Let's start with that.
Let's do the margin debt chart.
So this is friend of the show, Liz Thomas, huge fan of Liz's.
I don't agree with the conclusion, though, that she's
She said, I remain bullish, but not with my head buried in the sand.
Margin debt looks high.
At the moment, investors don't seem afraid of heights.
She's showing she's doing it right.
She's not showing it at least.
She's not doing the dollar amount of margin debt, which drives me crazy.
She's doing it right.