Brian Levitt
👤 Speaker
668
total appearances
Appearances Over Time
Podcast Appearances
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
All right.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
The right way to invest.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
Shout out to Oppenheimer.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
Of blessed memory.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
Yeah.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
Well, you are Oppenheimer, but the other one's still here.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
All right.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
Let's start with this.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
The most crowded trade in the market.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
Michael, take it away.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
He's in a Knicks group on Reddit.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
The S&P is up 11% year-to-date-ish.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
The MAG-7 are negative on the year as a group, if you equal weight them.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
Very strange.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
And then I read 40%.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
I didn't double check it.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
I showed up 40% of S&P stocks were negative on the year.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
So to Michael's point, there's extreme concentration happening in this AI CapEx story, and it does touch a lot of sectors.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
Think about it.
The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt
Utilities are in there.