Dan Caplinger
speaker
1,800 appearances
17 recordings
4 series
first heard Oct 2023
last heard 3d ago
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 16 in all, peaking in Nov 2025 with 3.
Appearances
It used to be that I kind of shied away from over-investing in high-tech stocks because I kind of felt like my job had a lot to do with the success of those high-tech stocks.
And now at this point, it's sort of like, well, if high tech has a potential to replace me, it's sort of like, where's that income going to come from, Travis?
It's going to come from my holdings of the high tech stocks that are profiting from all this stuff.
So in many ways, it's a career hedge in a way that before I kind of shied away from it as a career concentration.
Yeah, that seems to me to be how retail has evolved, is that retail has figured out that in many ways, they can't do things based on their traditional model.
They need to take advantage of these intermediary platforms that expand their visibility, widen the scope of their products.
I mean, I've got
local retailers here who do business across the country, even across the world.
But they wouldn't have been able to do that if they didn't have Shopify, if they didn't have Amazon, if they didn't have relationships with these bigger intermediaries.
And yeah, they give up money in order to have exposure to that.
So far, it's been profitable for them, or at least more profitable than just having the local business.
I worry over the long term if take rates continue to go up, if Amazon, eBay, Shopify keep trying to get bigger fractions of that dollar.
Is there a point where their retail partners, the folks in the trenches, finally decide, you know what?
You're not leaving enough for us.
We're going to get out of that.
It's like, are they killing the golden goose as a result of that?
I don't think we're there yet, but I do look for that as a potential future risk.
You know, I think I kind of share Asit's thoughts about this.
It's easy for me, easy for a lot of people to focus on things that aren't going well.
You know, prices are up, housing's expensive, lots of things are challenging today.
Showing 1381–1400 of 1,800 · page 70 of 90
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