Ryan Detrick
speaker
751 appearances
2 recordings
2 series
first heard Feb 2026
last heard 26 Jun
Ryan Detrick’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
But I think it makes sense for someone who has been waiting for parts of the market that are going to be cheaper.
Software is really cheap.
If you have some technology, what we did in the Money We Run, we sold a little bit of broad-based technology ETFs and bought all of them.
a little bit of software because we think that's going to come back in six to nine months we're going to look back and see once again our opinion the large cap tech wasn't dead the mag 7 wasn't dead yes this was volatile yes this was um unfortunate for a lot of investors that got over the top in large cap tech and mag 7 to start this year but that's why we stay diversified
That's why we don't always chase a shiny object.
If it's the best group for three years in a row, like Mag7 was, it probably won't be the best group again.
Last comment on this, Time Magazine had that cover, AI architects were the person of the year, all the big leaders in AI.
When I saw that cover, I was like, you know, that's a pretty high bar.
I mean, AI is incredible.
The technology we have is amazing.
But that's a really, really high bar.
And sure enough,
you know, mag sevens lagged a little bit.
I don't think that's abnormal, but I do think there's some great opportunities for investors here to step up.
With this old saying, stock markets only place things go on sale.
Everyone runs out of the store screaming.
I'm seeing a lot of screaming running out of the store.
I think savvy investors might use this opportunity and you look back and you're going to thank yourself down the road.
Oh, I'd say very little.
That's a great question because, you know, the way we put it is this.
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