Chris Camillo

speaker

774 appearances 1 recordings 1 series first heard Jul 2026 last heard 29 Jul

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

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recordings per month · last 12 months

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

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You sound like you're giving a sermon.

You're bought in.

And that's what's so funny here.

Now, if Anthropic IPOs between one and two trillion, which who knows?

I think there's a reasonable chance they will next year.

Amazon will make more money off that IPO than the $200 billion they spent on CapEx that everybody's so worried about.

And so again, we are living in an age when the market has more noise than it's ever had.

The stories are changing every day.

It's impossible as an investor to cut through the noise.

So that's what's so difficult is I think most new investors, they just give up because they're like, I can't keep up with all this stuff.

You don't have to keep up with any of it.

just find one company that sits in a place where they stand to benefit meaningfully from something that you're seeing in the world.

It could be AI with Amazon.

It could be the fact, one of my big trade thesis is recently is flip-flops are trending this summer because

Last summer, there were $750 flip-flops made by a company called Rowe.

And now every person in the world wants to wear flip-flops because they're on trend.

You can go out at night to a club wearing flip-flops.

And so there's a Brazilian company that is one of the largest makers of flip-flops.

There's so many ways to kind of like arb change in the world.

Amazon right now is about 50% of my portfolio.

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