Ryan Sean Adams
👤 SpeakerAppearances Over Time
Podcast Appearances
Of course we're going to over-provision.
We always do when these major technological innovations happen.
The only question I suppose for those in the market right now and for investors is like,
Have we done that yet?
Like, when will that happen?
And so it's kind of back to the question of, is it 1998?
Is it 1999?
Or is it 2000?
And if you don't know, because none of us do, really, if you don't know,
then how do you position yourself?
Maybe we could start to get into the positioning that investors should consider under these current conditions.
So how are investors positioning right now?
Is it primarily bullish?
I mean, they're not doing the Berkshire Hathaway play, it seems like.
Most investors are
pretty well to fully deployed as part of their mandate.
Is that correct?
Is this a good index of retail demand?
Is that what this is?
When dot-com ended, how did it end?