Vlad Tenev
speaker
375 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Vlad Tenev’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
But in 2020, we took them right back down to zero at the beginning of the COVID crisis.
And on top of zero interest rates, we had the stimulus packages.
So all of this was sort of geared towards stimulating the equities market, right?
All of these effects.
And in March, the equities market effectively crashed.
It was a very short-lived, there was a V-shaped recovery.
But were it not for the immediate stimulative response and the loosening of monetary policy, it might have ended up quite differently.
Yeah, I mean, a lot of times the so-called smart money, I think, can be a little bit too smart in a negative way.
It's like investing, institutional investing has gotten very indirect and abstracted in a way, right?
Because you have these portfolio managers, they're looking at the macro, they end up rebalancing their portfolios
looking at these high level indicators and a lot of times they'll sell out of a stock for reasons completely unrelated to the underlying business because of tariffs.
Tariffs force them to move more capital around and then they end up selling a company counterintuitively like Palantir that maybe is unaffected by tariffs or maybe affected positively even.
Whereas a retail investor thinks about it a little bit more simply.
They're investing, they're buying and selling companies because they think that individual company is going to do well.
You end up in these situations where
there may be a little bit more resilient through macro events like tariffs and rates.
They're just looking at, okay, is this company doing well?
Do I like the products?
Are the revenues increasing?
Are they increasing their profit margins?
Showing 41–60 of 375 · page 3 of 19
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