Paul Kedrosky
speaker
1,259 appearances
4 recordings
2 series
first heard Apr 2026
last heard 4d ago
Paul Kedrosky’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 — 4 in all, peaking in Sep 2026 with 1.
Appearances
That's when things
Accelerate and then break.
And that usually requires the public markets.
It usually requires people to be dumping stuff into the public markets, investors dumping stuff.
And so that's the moment we're at.
Of all of this are in this kind of Minsky moment where they're the financialization of what they're doing is so large and so broad, it's affecting everything.
But at the same time, they're all very eager to dump the shares and get them out there on a you know at uh you know at a incredibly large scale to retail investors.
And that's the moment that we're where I think everything becomes, you know, starts to crack and break, and because you realize that.
Th that this this is the that financialization Minsky moment where where everything breaks down.
So you're seeing a little bit of it already with the del with the delays and everything else.
And I mean, I don't know if you saw it, but there was even back in September, was it?
In September, I saw that uh there was a s uh at least one acquisition that Anthropic walked away from that it was apparently in in its late stages of trying to get done.
That's right.
So it's Descartes.
Right.
Yeah.
Descartes.
And so again, not to overread into these things.
But what tends to happen as people approach IPO, they feel kind of omnipotent that I have like a printing press in the basement and I can buy anything and do anything.
And when you see them start to pull back and think, you know what, that printing press isn't as powerful as I once thought it was, when they that that's a really important tell about what they're seeing inside the business because the printing press in the basement doesn't look as all powerful as it once did.
Showing 461–480 of 1,259 · page 24 of 63
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