Bear Market
topic on 4 shows · 9 statements across 7 episodes
the Neon Show 
Capital Allocators 
All-In 
20VC
9 statements about Bear Market, every show
Grantham: Asset managers get fired in bull markets, not bear markets
“People think you get fired for underperforming in bear markets, which is nonsense. In a serious bear market, the client becomes catatonic.”
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.”
Wood: ARK outperformance signals market is nearing the end of a bear market
“Our strategies are starting to outperform now on days When some of these big benchmarks don't, and that's what usually happens as we're coming towards the end of a bear market.”
Gave: Bear markets exist to transition leadership to new asset classes
“Bear markets are not fun, but they're important. They're there for a reason. They're there to allow the transition from one group of leaders to the next.”
Sacks: Bear market won't end without resolution on rates, recession, and Ukraine
“So, I don't see how we get out of this bear market until you get clarity and resolution of inflation and rates, number one, slowdown and recession, number two, and basically this war in Europe, number three.”
Gautam Baid: Stocks Hitting Highs in a Bear Market Lead the Next Bull Run
“New trends always emerge during the fag end of a bear market, and that is why investors should always be alert to which stocks and sectors are actually breaking out to all-time highs during a bear market, because the market itself will tell you where the next …”
Baid: Great businesses create wealth even across bull-market peaks to bear-market bottoms
“The great businesses tend to create wealth, even when measured from the bull market peak to the subsequent bear market bottom, whereas gruesome and bad businesses eventually destroy wealth across market cycles, irrespective of whether the media headlines are p…”
Baid: Low-quality businesses bid up by liquidity never recover for years after crashes
“The advantage of buying good stocks is during every single market fall, when they become cheap, they tend to find support in the form of buyers at lower levels, but the gruesome and bad businesses, which were basically just simply bid up due to easy liquidity …”
Inker: Bear markets progress across three distinct phases of quality and valuation
“In the first stage of bear markets, everything tends to go down the same, and if anything helps, it's quality. In the second phase, valuation tends to matter. That doesn't mean value stocks always outperform in the second phase. It is the stuff that has gotten…”