Everett Randle
speaker
1,301 appearances
6 recordings
1 series
first heard Apr 2025
last heard 16 Jul
Everett Randle’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 — 3 in all, peaking in Nov 2025 with 2.
Appearances
Big words.
But you know, it's it's all interwoven.
And like obviously you're s you're starting to see that a little bit with like the AI trade this year.
Yeah.
And there was like I I did this presentation um a couple of months ago for for this group of of of CIOs.
Um
Chief Invest uh Chief uh Information Officers at large companies and I was um doing some research on macro and I was like, Oh my god, of the top twenty year to date return stocks in the S P five hundred, so of the S P five hundred of the five hundred companies, which twenty have had the best year to date returns, eighteen of them were related to the AI trade.
you know and and not just like you know micron and Nvidia, but like GE Vernova and like Bloom Energy and like all of these things about like the supply chain of AI and that scared me because I was like, Oh my god, like the US economy, like the pensions of our parents
Are writing on the AI trade and are basically writing on uh you know each yeah, one one one superhuman man that is uh you know signing up all these uh all these all these huge deals.
So I think in 2021, you definitely saw that where yeah, you had all these massive impacts from from ZERP, from COVID, from people being inside, from companies go digitizing and buying a bunch of software.
So even things that at first principles were kind of like mediocre companies, they looked unbelievable.
it's hard to blame anyone for investing in these companies because
Until then, tech had been so secular, like it was not a cyclical market.
Like the march the march to cloud wasn't like this like up and down thing.
It was like each year the incremental share of cloud relative to like on prem was like nice and steady.
And so you're when you're trained that you're investing in a secular market that always kind of linearly goes up.
You're trained to invest on like on on good numbers because they usually continue.
Yep.
Um in twenty twenty one was the first time where you really saw the cyclicality and I think some people think that the AI trade could also be cyclical given the um actual infrastructure build out that sometimes is, you know, built out via debt and leverage and all these things that could could end up blowing up.
Yeah, when w
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