Market Cycles
topic on 3 shows · 4 statements across 3 episodes
Founder's Journal 
WTF is with Nikhil Kamath 
20VC
4 statements about Market Cycles, every show
Marks: Market cycles are behavioral excesses and corrections, not just ups and downs
“Rather than thinking of cycles as ups and downs, which I think most people do, think of them as excesses and corrections.”
Marks: Real-World Cycles Occur Predictably Despite Variable Timing and Amplitude
“Patterns in the real world, the non, non-scientific, non-mechanical world Certainly aren't regular, but they do occur ups and downs. They do it predictably, but not necessarily predictable in time or predictable in amplitude, but they certainly occur predictab…”
Timmer: Equities Typically Rally 2-3 Quarters Ahead of Earnings Bottom
“What we see typically in a market cycle is you have a cyclical bottom, and it looks like last October may have been exactly that, and then you have a recovery, an early cycle recovery based on eventually an earnings recovery, but the market discounts that. So …”
Norgard: Customer focus matters more than market cycles for product builders
“I'm usually thinking about the customer so aggressively, and I'm thinking about the promise to the customer so aggressively that these ups and downs in the market and the market cycles, they don't impact me as much. Clearly, you want to have capital. To weathe…”