Ed Elson
๐ค SpeakerAppearances Over Time
Podcast Appearances
But, John, would you...
take issue with my mind going in that direction.
This brings up a point that I'd be interested to hear your answer to, John, because, I mean, we have spent pretty much our entire lives over the past week basically just looking at what this guy in the White House says on social media.
And it seems like that's
It seems like we have to.
I mean, if you want to understand what is going to happen, I mean, it seems as though you kind of have to be very plugged into how the president is talking about what's happening in Iran and what he's putting out on social media, because that's how he communicates.
And I'd just be interested, as a wealth manager, as an investor,
Is that something that you're focusing on?
And if so, to what extent?
How frequently and how seriously must you take the president's tweets when it comes to, say, bombing Iran?
Yeah, I'm starting to believe that most of us, as investors at least, would actually be better.
If you had a choice between listen to everything that the president says versus listen to none of it, as an investor, I might actually choose the latter at this point.
100%.
Just before we end here, John mentioned opportunities.
I'd love to just hear what you guys think about.
I mean, we talked about the multiple contraction, which has been pretty stunning, especially when you look at a lot of these tech companies, which have been sliding over many, many weeks and months.
And I mean, I was looking at Microsoft the other day, trading at the same level it was.
in the post-liberation day sell-off.
I mean, do we think that there are some opportunities here in this market?
Are we perhaps being distracted by everything else that's going on and forgetting that actually there are some pretty cheap stocks out there right now?