Jim Lebenthal
speaker
650 appearances
1 recordings
1 series
first heard Jul 2026
last heard 28 Jul
Jim Lebenthal’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
And let's face it, I used to be a nuclear engineer.
I've got some particle physics grounding experience.
I couldn't, I've read so much on quantum computing and you're in that nether region where reality gets distorted and electrons can appear simultaneously in two places and you're in this sort of wacky world, okay?
I'm not gonna understand it.
And so I can read all the financial statements that I want for these companies, but I'm not going to understand the basic underlying engineering and physics that go into it.
For that reason, it's far better for me or for you to use an exchange-traded fund to express that theme without deciding if somebody's got the right particle physics interpretation and the other company doesn't.
So that's number one.
You get a theme, yes, use the ETFs.
There's also more course ETFs that I use from time to time.
So you may or one may think from time to time, hey, the financial sector is undervalued right now.
For whatever reason, it's been oversold as it actually has been for most of this year.
And you've got all these catalysts coming.
The catalysts could be the coming IPOs of OpenAI and Anthropic.
We've already had SpaceX.
It could be that the market hasn't interpreted or appreciated yet how strong the economy is.
It's worried about the consumer and high gas prices.
All of these things may make a sector undervalued.
And instead of trying to read through the financial statements, which for financial companies, and you know this because this is your industry.
Financial statements for companies in the financial services industry, they're like reading the Bible.
I mean, they are long and long and long.
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