Sam Rowe
speaker
261 appearances
3 recordings
2 series
first heard Sep 2024
last heard 30 Jun
Sam Rowe’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
And, you know, hopefully, you know, I sent something out that helps explain that.
But yeah, no, I've mostly been writing about, and a lot of it is just repetition of the same old stats in that, you know, market volatility is a thing.
When volatility is low and the stock market is near record high, like those are times where you have to start reminding yourself that,
you know, on average, you see a 14% max drawdown in a given year.
So when you do see that big 5%, you know, 10% drop in a week or two, you know, if you have that mindset, knowing that, you know, I was prepared for a 14% sell off, and this is completely normal.
And you know, you just make the best out of that situation as a as opposed to panic and try to make a plan in the throes of that mess.
Yeah, it was strange.
It was strange.
And I still
what
Right.
I mean, you have to learn all that stuff in real time.
I mean, I think that's why it's such great work to be in media and journalism and research and all that kind of stuff.
When stuff like that happens and people start screaming about carry trade unwinds and movements and other markets that you should be worried about that might be somehow related to why the US markets are down.
When you hear stuff like that, that to me kind of echoes of financial crisis.
Because, you know, there was so much stuff going on in the crisis that, you know, was completely inscrutable.
Like, you know, you hear a little bit about, oh, home price started down and this and that.
But it wasn't until they start talking about mortgage backed securities and asset backed securities and CDOs and all this alphabet soup that you've never heard of that you start to panic.
And then afterwards, you realize that was a big deal.
So when you do hear about these new, you know, exotic trades that might be unwinding, you know, you rush to do homework.
Showing 121–140 of 261 · page 7 of 14
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