Osung Kwon

speaker

269 appearances 1 recordings 1 series first heard Aug 2026 last heard 9 Aug

Osung Kwon’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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WSJ's Take On the Week · How AI Spending Is Fueling the Economy Overall · 9 Aug 2026 podcast

Consensus view was that

This is nineteen ninety nine.

You gotta own that big right tail risk in AI, meaning, you know

a big surge in AI stocks, bas basically everything.

And there was basically

priced into the options market.

If you look at how expensive call options were, it was basically pricing in that

There's a huge potential for this right tail risk.

People were paying a ton of money for insurance, essentially.

The right tail r insur insurance, yeah.

Th these AI stocks soaring fifty percent, hundred percent over the next one year or so.

So our call back in May was you gotta start selling those calls.

Because what if it's not nineteen ninety nine?

What if this

becomes more rational.

Mm-hmm.

Yeah.

So we were still bullish AI, but our call was own AS stocks and start selling calls.

And I don't think this is nineteen ninety nine.

I mean there's a huge there's a big difference between nineteen ninety nine and today, which is earnings.

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