Richard Craib

speaker

238 appearances 1 recordings 1 series first heard Jul 2026 last heard 31 Jul

Richard Craib’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 Jul 2026 with 1.

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TBPN · Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick · 31 Jul 2026 podcast

another four years and then i'm done because it's whatever the singularity is yeah well that's in some ways uh almost the problem um you really have to have a long horizon for investing um you know the market is not pricing that the world ends in 2030.

In fact, the market's pricing, I mean, just not like on every level.

If the world was going to end, you know, the volatility of the stock market would be as high as situational awareness is fund.

So it's like, you know, we basically, we have to have this orientation of long-term.

And if you don't have that orientation, kind of all bets are off.

I mean, if you're gambling and you're playing poker,

And it's late at night and you only have 30 minutes left to play before you have to catch a flight.

Yeah.

Okay, let's up the risk.

Yeah.

Well, any, yeah, any long orientation.

So if you're long the stock market, the problem is all of our investors are already long the stock market.

You don't have to tell them, you know, it's a good idea to buy stocks.

And so, you know, if I was running a fund and maybe this personal trade of buying Amazon, if I had sold that to an investor, they'd be like, well, bro, we already had Amazon and we already sized the risk appropriately.

So all you did was add risk and not any reward.

really that's it's that kind of tension that forces all the all these issues but um you know i also want to say i mean i think one of the first things i said in my post is i think there's a place for these kinds of funds okay so i've invested in funds like this so uh this was a fund it was basically the air the crypto version of this was a fund called polychain

And I was a big LP in that.

In fact, the first LP and the biggest, I think the biggest one for a while.

But I guess I never got that enthusiastic that if someone had made a thousand percent of the past two years or whatever it was, that this would be some permanent property of that manager.

Do you see what I mean?

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