Paul Kudrowski
👤 SpeakerAppearances Over Time
Podcast Appearances
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.