Ozan Tarman
speaker
716 appearances
2 recordings
1 series
first heard Apr 2025
last heard Sep 2025
Ozan Tarman’s voice in public audio — every appearance, attributed to the second.
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Appearances
Almost like two months ago I was hearing more I'm skeptical, but Fed cuts are also coming, you can't fight this.
Now
Especially from the pros who who've been around, uh nineties and beyond, I do hear look, this does feel a bit like end of nineties, beginning of two thousands.
By the way, the year you pick is very important there, but we may still run.
That's one thing that more seasoned equity beyond macro pros are saying.
I also but it was a bit the beginning of my career, but I was around in late nineties, early two thousands.
Then the denominator almost didn't
Exist in these valuation discussions.
There was hardly any cash around.
There was
Everybody stuck uh joe.com is excellent in B2B, even better in B B2C.
And you know, of course high hindsight is the world's top hedge fund, but you could feel it.
Whereas this time around, you can question the hundred billions thrown around in a circle.
But you cannot question much.
the revenue, the cash, uh Jensen, Nvidia, OpenAI is bringing to the table.
You cannot question much, let's go beyond Nvidia a bit, into Magnificent Seven, Microsoft.
Apple, Alphabet.
They have customers.
All of us are are are their customers.
They make money.
Showing 61–80 of 716 · page 4 of 36
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