LTCM
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 29, 2022 by Roger Ehrenberg · across every show →
Everything said about LTCM, oldest first
Jun 29, 2022 bearish
Ehrenberg: The 2022 market downturn resembles 2001's valuation bubble, not a shock
“I think the difference between this and say, 87 and 97 with LTCM is that this is not a shock. This is not an episodic jolt. This is much more akin to O-one, when you had valuations getting stretched to the point of just lacking reason, and partly it was a func…”