Jeff Rogo
speaker
233 appearances
3 recordings
1 series
first heard Oct 2018
last heard Mar 2023
Jeff Rogo’s voice in public audio — every appearance, attributed to the second.
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Appearances
Typically, the way that works is eventually you get a surprise.
So a good example of this is last year, people were day trading, sort of the rise of the Robinhood and retail trader.
And I think what we found this year for the people that traded last year was they got their tax bills
And they realized, uh-oh, I have a massive tax bill.
All that trading, all those capital gains, a bill comes due.
And I think that if there had been some forethought last year while they were trading, there's some things they would have done differently.
And this sort of speaks to that.
If you don't have a plan, surprises will happen.
Diversification matters because none of us has a crystal ball.
So in any year, things can run hot and cold.
And if you're so focused on one asset class, so all your money's in stocks, or even more centrified, all your money is in a tech-heavy investment vehicle, what happens if things go bad in that area?
A good example of this, and the best example in recent memory I can give you is Archegos.
So let's say I had all my money in CBS Viacom.
I love the company.
I think it's wonderful.
I think it's going to surge.
They got crushed last month.
The reason it happened wasn't because their fundamentals changed.
It wasn't because they got a new CEO.
It was because a guy I barely knew existed who runs a hedge fund on another side of the city got a margin call, and that impacted me.
Showing 101–120 of 233 · page 6 of 12
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