Henry Blodgett

speaker

573 appearances 1 recordings 1 series first heard May 2025 last heard May 2025

Henry Blodgett’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · Henry Blodget on AI, Dot-Coms, and What's Changed In 25 Years · 5 May 2025 podcast

And I will say that the other thing you find in these bubble periods is that there are two kinds of people.

There are the people who think that the world is forever different and all the old valuation metrics can be discarded because it's different this time and so forth.

And then there are the people who think, No, we are in a bubble, but I'm gonna ride the bubble right to the end, and then I'm gonna get off right at the top.

A little smarter than ever.

Everybody else crashes.

So I would say that by nineteen ninety.

And I wrote a lot about this at the time.

I was very much in the we are in a bubble camp, but I was also in the camp of the internet's a profound technology that's gonna radically change things and create very huge companies.

So my investment recommendation early on at Merrill Lynch was

Hey, buy if you're good by the way, don't touch these things if you're not incredibly risk tolerant, because there's just way too much risk.

But if you are, buy a few of them so you have some diversification and plan to hold them for five to ten years.

And that's what I did myself.

And I look back at

In my investment in AOL, my investment in Yahoo and others, and say, What on earth was I thinking?

What an idiot.

Wish I hadn't.

Fortunately, my investment in Amazon, despite almost going to zero.

That actually over 10 years it it paid all back.

So that is the way to do it.

And you know, we're no public investors are investing in AI now.

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