Eric Balchunas
👤 SpeakerAppearances Over Time
Podcast Appearances
Okay.
No major conflagration, no real ceasefire.
It just kind of is.
Okay.
That's an outcome that the bearers don't love.
Then we don't get a private credit blow up.
We don't get a private equity blow up.
We don't get like one of these major funds, like literally going to zero.
So that doesn't happen.
So you get gas prices come down, no private equity blow up.
Earnings continue to grow throughout the rest of the year.
And then SpaceX comes public, doesn't blow a hole in the side of the NASDAQ.
Open AI comes public, doesn't destroy everybody who invests in it.
And if you're bearish throughout all of this, and every one of these things represents the reason for the next bear market, right?
And none of them plays out for you.
That's it.
Like, where are we going next?
I want one of them.
You'll see the next pandemic.
Like, what are you even going to say?