market volatility

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Nov 4, 2022 by Michael Mauboussin · across every show →

Everything said about market volatility, oldest first

Nov 4, 2022 neutral
Insight
Mauboussin: Financial Market Volatility Empirically Clusters in Bunches
“Empirically in finance, we know that's not true. That we know that volatility and shocks tend to come in bunches, right? So, so you get quiet periods interspersed with periods of great volatility, then quiet and volatility and so forth.”
Michael Mauboussin Nov 4, 2022 ▶ 38:24 Michael Mauboussin: The Single Biggest Mistake Investors Make In Decision-Making | 20VC #945 · 20VC with Harry Stebbings
Oct 27, 2025
Insight
Cahn: Long-term market volatility is irrelevant unless overextension causes bankruptcy
“Anything multiplied by zero is zero. And I think that's one of the really tricky things in investing, which is just to say that market volatility doesn't matter in the long run if you have a great business. But if you overextend yourself and then some crash ha…”
David Cahn Oct 27, 2025 ▶ 47:21 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
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