bull market

4 statements across 4 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Jan 20, 2020 by Howard Marks · across every show →

Everything said about bull market, oldest first

Jan 20, 2020 bearish
Prediction Held up
Marks: A period of market distress will occur by 2025
“The bull market is 11 years old. If there's not one in the next five years, that means we'll have gone 16, which would be a record by a wide margin. So my guess is that in the next five years, we'll have a period of distress, and my hope is that Oak Tree will …”
Howard Marks Jan 20, 2020 ▶ 28:54 20VC: Oaktree Capital's Howard Marks on The Most Important Skill An Investor Can Have, The Right Way To Think About Price Sensitivity & Where Are We At Today; Take More Risk or Less?
Nov 11, 2022
Insight
Escobari: Three warning signals that mark the end of a bull market
“You know, things are really, really silly, and it's beginning to be the end of the bull market when three things happen. First, everyone's making money, even the least talented people in the market. That's a clear warning signal when everyone's making money. S…”
Martin Escobari Nov 11, 2022 ▶ 15:37 Martin Escobari: How to Invest During a Recession; Negotiation Tips; Developing Markets | 20VC #948 · 20VC with Harry Stebbings
Oct 23, 2025 neutral
Insight
O'Driscoll: Aggressive risk-taking distorts investor talent during bull markets
“Now, again, reminder, in a bull market, the most aggressive person will look the smartest. Just before the crash Because the more risk you've taken, the more money you've made.”
Rory O'Driscoll Oct 23, 2025 ▶ 0:23 Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
Nov 27, 2025 neutral
Insight
Rory O'Driscoll: Bull markets ignore risk discipline until bear markets arrive
“In a bull market, nobody cares about everything. And then in a bear market, everybody discovers why you were meant to care. And now we're in the don't care part of the trade.”
Rory O'Driscoll Nov 27, 2025 ▶ 3:53 Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
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