Chris Camillo

speaker

886 appearances 1 recordings 1 series first heard Jun 2026 last heard 29 Jun

Chris Camillo’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Rich Habits Podcast · 176: Venture Lessons That Cost Chris Camillo Millions · 29 Jun 2026 podcast

And so instead of being this thing that was about to fall apart at any moment, and Wall Street gave it the lowest PE ever, because they're like, in any month, they're going to miss earnings.

So every earnings, there was an assumption that there was a 50-50 chance that this was going to be the earnings that it just fell apart.

because they were too lazy to do the work to see that it's definitely hasn't fallen apart this quarter.

So no, there's a 0% chance that this is going to be the quarter.

And then if you get to a point where you're like, uh, the search trends are falling apart.

I'm not seeing people.

They're not buzz on Tik TOK about,

crocs right now the middle school kids are falling out of favor like they're losing that market well the nurses are still wearing them but i'm not sure if that's enough right like if it starts to enter an area of doubt is this like are they kind of losing it is it becoming like a little less of a trend though and then you can get out of the trade or hedge your trade

Yeah.

By the way, I have a better way to answer your question, which is don't try to predict the future because that's what you're asking.

And this is literally my whole thesis revolves around don't predict the future or think that you can.

Just be amazing at properly assessing what's happening in the present.

Every day.

Okay?

So you don't need to determine if this is going to be a trend or a fad.

You just need to be perfect at assessing, is it still on fire today?

All right?

GLP-1s, that I think...

Although I never wanted to predict the future on that, I felt strongly, strongly that that was going to be way more than just a fad.

And do you feel the same way about peptides?

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