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

But if you were going to, I think that's sound.

And I would even tighten the screen tighter, which is like only invest in the best ones because everybody else is going to be toast.

But with that big preamble, what was the moment?

І Тузен, аз і рекол.

Part of what happened, part of what was fueling the bubble, and you find this in every bubble, is that there is something that is

Goosing the fundamentals of the companies that is actually attached to their valuations and what's happening in the markets.

And so I was really looking for that.

And usually it's debt.

Like people are borrowing margin debt or big debt.

And in the telecom sector in the 1990s, that's what it was.

All these telecom companies buying so much, borrowing so much money, they're buying all the Cisco equipment, everything else.

And eventually that train stopped and crashed.

But in the inner, in the

Consumer internet sector, which is where I was focused, like advertising, I was looking for that leverage.

I knew that the problem was that you get embedded in leverage in the system.

And in the summer of 2000, it started to break down, but I still didn't see what it was.

And you know what it was?

What it was was the incredible public market appetite for these securities, both on the debt side and the equity side.

And so every new company.

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