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Brian Levitt

πŸ‘€ Speaker
668 total appearances

Appearances Over Time

Podcast Appearances

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

They think it's like, they almost think it's like Looney Tunes where like a f***ing anvil.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

Like somebody drops a piano on Wile E. Coyote.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

Right.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

And then a lump grows out of his head.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

They think it's like this cause and effect.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

It's not cause and effect.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

It's what environment are you in?

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

The environment we're in right now, why would you be looking for a knockout punch?

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

There's no debt problems, no credit issues.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

There's not private credit issues.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

There's lack of investor interest in private credit.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

That is not 2008.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

It's just human nature.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

No, that I totally get because we've been wired that way to look for signs that there's danger.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

But to finish my point, to finish my point, we're 18 years since the last actual recession.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

I'm throwing COVID out.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

Yeah, throw COVID out.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

Okay.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

We're 18 years from the last recession.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

So for 18 years, people are looking for this knockout punch that's going to put us in a bear market and recession.