Paul Kudrowski

speaker

457 appearances 2 recordings 2 series first heard Jan 2026 last heard 27 Jan

Paul Kudrowski’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jan 2026 with 2.

newest first · ▶ plays the moment

In some of the largest ones today, we're up to 21, little 21, 22% is directly data center related.

So you're soaking in it.

You're already in there, my friend.

10 or 20% of their assets under management.

So pretty much all the REITs, but 10 or 20% of their assets under management.

Yeah, absolutely.

And it's not funny, but it is kind of funny.

But imagine you got scared.

I'm a risk-averse investor.

And I said, you know what?

I'm only in index funds.

And so a year or two ago, someone told you, you know what?

You may think you're being risk-averse, but 30% of the S&P 500 is now tied to what's euphemistically called the Mag7 stocks.

You're actually long NVIDIA.

You're long NVIDIA in a huge way.

You're like, oh, fuck.

I'm getting out of the S&P 500.

I'm going only into really safe stuff like REITs.

So now it's sort of this problem.

There's nowhere to run.

Showing 281–300 of 457 · page 15 of 23