Stuart Kaiser
speaker
10 appearances
2 recordings
1 series
first heard Feb 2026
last heard 9 Feb
Stuart Kaiser’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 Feb 2026 with 2.
Appearances
What happened last week is the moves accelerated and it got quite volatile.
And I think that impacted the way that folks managed risk.
And it's also, to be honest with you, a pretty simple math question, right?
You know, if you take the MAG7 plus Broadcom and a few others, you pretty quickly get close to about 50% of S&P market cap.
So when you're selling those stocks, you have to find a home for them.
What happened last week is the moves accelerated and it got quite volatile.
And I think that impacted the way that folks managed risk.
And it's also, to be honest with you, a pretty simple math question, right?
You know, if you take the MAG7 plus Broadcom and a few others, you pretty quickly get close to about 50% of S&P market cap.
So when you're selling those stocks, you have to find a home for them.
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