Lloyd Blankfein
speaker
678 appearances
1 recordings
1 series
first heard Jun 2026
last heard 16 Jun
Lloyd Blankfein’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 Jun 2026 with 1.
Appearances
I would say that I am 98% in risky assets, of which 95% or the 98% are equities.
probably a third, a quarter is in ETFs and 75% is in a single stock.
And if I'm wrong, it's 10% are in ETFs and 90% are in single stocks because that's what I like to do.
Well, that's sensible because this is what you're not doing.
You're not doing investing for a living.
Well, I would say that right now I'm very heavily focused in tech and have been for a long time for good reason.
All the big hyperscalers and second-tier ones.
You know, if you have a big hyperscaler like, you know, like the Googles of the world and the Microsofts of the world and NVIDIAs of the world, maybe a second tier version down the, slightly down the, no insult intended to Larry Ellison, maybe Oracle.
I don't have to, I change my things all the time.
So it doesn't matter, you know, specific names.
I'm just giving you, I'm speaking in terms of category.
That's how I think of it as,
not necessarily the bluest of the blue chip ones, ones that are a little bit riskier.
By the way, the companies that are probably going to be gigantic companies that some people know about today and are investing in, I never heard of them because I'm not walking around the corridors of Silicon Valley shops and I don't know the new thing.
It might be commonplace knowledge over there, but everybody knows the world's a big place and everybody always knows their corner of it.
I'm generally bullish.
And by the way, it's been good to be bullish on big tech.
And I'll stop being bullish on it when it stops going up.
Yeah, my foreseeable future is when I finish this conversation with you and then I'll check it again.
Yes.
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