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Emil

๐Ÿ‘ค Speaker
3126 total appearances

Appearances Over Time

Podcast Appearances

Better Offline
The Insanity of the Markets with Ben & Emil

Um,

Better Offline
The Insanity of the Markets with Ben & Emil

Why not?

Better Offline
The Insanity of the Markets with Ben & Emil

In the hopes that it doesn't go down further.

Better Offline
The Insanity of the Markets with Ben & Emil

This is why I never touch the markets.

Better Offline
The Insanity of the Markets with Ben & Emil

I almost feel like the way the markets function now is about as anti-consumer an investor as it could get.

Better Offline
The Insanity of the Markets with Ben & Emil

Because it's not like regular people have access...

Better Offline
The Insanity of the Markets with Ben & Emil

to any of the signals they'd need to actually, well, I guess now everyone's doing insider trading, it doesn't really matter.

Better Offline
The Insanity of the Markets with Ben & Emil

But it feels like following one's nose or actually understanding fundamentals doesn't really matter.

Better Offline
The Insanity of the Markets with Ben & Emil

You've got enough deals that are just completely fake with AMD and Broadcom and all that.

Better Offline
The Insanity of the Markets with Ben & Emil

I'm very much focusing on tech stocks.

Better Offline
The Insanity of the Markets with Ben & Emil

The market isn't

Better Offline
The Insanity of the Markets with Ben & Emil

reacting to reality if it ever did.

Better Offline
The Insanity of the Markets with Ben & Emil

And I'm trying to work out whether this is a remarkable era or just one of many pants shittings for the market.

Better Offline
The Insanity of the Markets with Ben & Emil

Yeah.

Better Offline
The Insanity of the Markets with Ben & Emil

I mean, dude, what we're all describing basically is another old, uh, phrase that bull markets climb a wall of worry.

Better Offline
The Insanity of the Markets with Ben & Emil

And it's like the, the worry is, can this be sustained?

Better Offline
The Insanity of the Markets with Ben & Emil

Is this real?

Better Offline
The Insanity of the Markets with Ben & Emil

Um, and yeah,

Better Offline
The Insanity of the Markets with Ben & Emil

Surely, throughout the way up, there are companies that are going to have poor earnings or suspend dividends or have their CapEx suddenly skyrocket or whatever.

Better Offline
The Insanity of the Markets with Ben & Emil

And those companies definitely will get hit, but...