Stocks

topic on 20 shows · 48 statements across 46 episodes

Acquired the Y Combinator Startup Podcast Founder's Journal More or Less BG2 Pod the Knowledge Project BigDeal My First Million the Neon Show the Paul Morris Podcast the Startup Ideas Podcast WTF is with Nikhil Kamath Sourcery Capital Allocators Top Founders the a16z Podcast Big Technology All-In TBPN 20VC

48 statements about Stocks, every show

MORE OR LESS Prediction Not checkable as stated
Leading AI foundation model stocks will experience wild quarterly earnings volatility
“They'll be able to raise capital and get out on a meme, but like, these are going to be stocks that like wildly hit and then wildly miss their quarters.”
Sam Lessin Aug 21, 2026 ▶ 29:54 OpenAI Can’t Hold a Lead, Stripe Buys OpenRouter & AI Hits a Wall · More or Less Podcast
Y COMBINATOR Assertion Supported
Ries: Stock holding periods, company lifespans, and executive tenures have dropped dramatically
“Average holding time of stocks is like dramatically down. Lifespan of companies is dramatically down. Average tenure of executives is dramatically down.”
Eric Ries May 22, 2026 ▶ 4:49 How The Best Companies Defend Against Mediocrity And Rot · Y Combinator
SOURCERY Insight
Winning concentrated startup stock usually continues to perform well post-liquidity
“History has shown that hanging onto your stock Generally speaking, not always. There are counter examples, of course, to everything. Generally, you know, that stock that got you to the liquidity point will probably continue to do pretty well.”
Michel Del Buono May 22, 2026 ▶ 13:43 CIO of Marc & Ben's Multi-Family Office: SpaceX IPO, Anthropic & OpenAI · Sourcery with Molly O'Shea
ACQUIRED Assertion Supported
Only 1% to 2% of Americans owned stocks in 1929
“Back then only one to two percent of Americans owned stocks.”
Ben Gilbert May 18, 2026 ▶ 6:44 Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
BIGDEAL Opinion
Sanchez: No stock is as reliable as a business with weekly cash flow
“I don't think there's another stock as reliable as a business that pays you every week.”
Codie Sanchez Apr 14, 2026 ▶ 12:52 How to Make the Greatest Comeback of Your Life.
Warner: Members of Congress should not be allowed to trade stocks
“We ought to have a rule that members of Congress shouldn't trade stocks.”
Senator Mark Warner Mar 26, 2026 ▶ 43:01 Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us
CAPITAL ALLOCATORS Prediction Not checkable as stated
Grantham: Future markets might tax stocks to fund human price discovery
“In the end, you have to have some price work. You have to find a way of paying a few thousand good analysts to help price the equities, and I don't know how they will work it out. It's over my pay grade, but one day in the distant future, there might be a very…”
Jeremy Grantham Mar 23, 2026 ▶ 56:02 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
BIGDEAL Disclosure
Charlamagne learned about investing and taxes in his late thirties
“Nobody taught me about, you know, taxes and, you know you know, high yield savings accounts and stocks. Like I didn't learn about any of that stuff till I got in my late thirties, you know, early forties.”
Charlamagne Tha God Jan 28, 2026 ▶ 47:44 Stop People Pleasing: How To Set Boundaries (And Say No) | Charlamagne Tha God
Housel Allocates 40% of Book Royalties to Taxes and Instantly Invests the Rest
“In the last five years, every book check that I've gotten at 40% to taxes, the rest of stocks, just simple, just brainless.”
Morgan Housel Jan 20, 2026 ▶ 1:54:33 Morgan Housel: Wealth is What You Have Minus What You Want
SOURCERY Prediction Not checkable as stated
Tenev: Pretty much anything will likely become tradable real-time like stocks
“I think that we will likely see a world where pretty much anything can be tradable real time, like a stock.”
Vlad Tenev Jan 10, 2026 ▶ 39:50 CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap) · Sourcery with Molly O'Shea
WTF Disclosure
Musk: He does not buy outside stocks or manage an investment portfolio
“I don't really, you know, buy stocks, you know, so it's not like I'm not like an investor in, I don't like look for things to invest in, I just try to build things and then there happens to be stock of the company that I built but I don't think about should I …”
Elon Musk Nov 30, 2025 ▶ 1:26:20 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
PAUL MORRIS Assertion Not checkable as stated
Kahlo: Rental property yields are definitely higher than stock dividends
“There is no way that If you look at the percentages, what you're collecting on your rent, what your rental income is, and if you measure it against the money that you put out, the percentage of dividend, if you want to call it, you're getting from a rental is …”
Mercer Kahlo Nov 3, 2025 ▶ 28:56 Real Estate Beats the S&P 500 (By a Lot)
TBPN Assertion Supported
Brokerage Ticker Tapes Ran Hours Behind During The 1929 Market Crash
“The reason they had all come down there was because when they were up at the brokerages, they couldn't even find out what was happening to their stocks. Cause everything was out of talk about time and technology. They didn't know what You know, the stops on th…”
Andrew Ross Sorkin Oct 15, 2025 ▶ 16:41 Andrew Ross Sorkin on Why 1929 is Happening Again
20VC Opinion
Stebbings: Retail Stock Trading Is As Much A Gamble As Crypto
“For the majority of people, they don't know shit about stocks. They don't know shit about crypto. It's the same. It's a gamble.”
Harry Stebbings Jul 27, 2025 ▶ 23:36 20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes Truly Great Product
20VC Insight
Stebbings: Buying children a single stock drives engagement and financial literacy
“If you want your children to give a shit about companies, buy them one single stock, because the minute you have any form of ownership, your interest level will go through the roof.”
Harry Stebbings Jun 30, 2025 ▶ 57:26 KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings
MORE OR LESS Assertion Not checkable as stated
Sam Lessin: Build-A-Bear has been one of the best performing stocks since 2020
“From twenty-twenty to now, it's just like, it's like the best stock ever.”
Sam Lessin Jun 6, 2025 ▶ 34:06 #102: Snap Spectacles, Build-A-Bear, and the Myth of the Everything App · More or Less Podcast
20VC Assertion Supported
Garcia: Carvana's stock dropped 99% and bonds traded at 40 cents
“In, in, in, in, in, in, in, in, in, our stock went down nine to nine percent. Our bonds were trading at like 40 cents on the dollar.”
Ernest Garcia Apr 7, 2025 ▶ 3:43 Carvana CEO & Co-Founder, Ernest Garcia: Building a $50B Company, Losing 99% and Coming Back · 20VC with Harry Stebbings
Adam Karr: Persuasion in Stock Pitches Undermines Objective Risk Assessment
“There's a tendency to want to convince somebody or persuade somebody to buy a stock. And so when you're persuading, and you may not as equally kind of pull out the potential risks or other factors to weigh against that.”
Adam Carr Nov 12, 2024 ▶ 28:41 Adam Karr: The Investing Blueprint
Sandler: In late 2019, short-term stock movements detached from fundamentals
“What we began to notice in 2019 was stocks were behaving unpredictably, even if you really knew the fundamentals. It was as if the things that we were doing in the short run Didn't matter at all.”
Ricky Sandler Oct 28, 2024 ▶ 34:36 Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)
NEON SHOW Insight
Mobius: Stocks should be the primary component of an investment portfolio
“But the first and foremost in your portfolio should be stocks. You can have bonds, you can have property, you can have gold, you can have many other investment objects, but the primary part of your portfolio should be stocks.”
Mark Mobius Oct 23, 2024 ▶ 36:07 Millionaire Investor On PM Modi, India Opportunity, & Wealth Creation | Mark Mobius | Neon Show
BIG TECHNOLOGY Prediction Didn’t hold up
Brown: 2024 election will likely yield divided government, boosting stocks
“It looks like actually the outcome's gonna be still up in the air, but probably lead to a divided government, which is positive for stocks, historically where no one party gets to do a lot of Weird shit in either direction.”
Josh Brown Oct 16, 2024 ▶ 51:15 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
WTF Disclosure
Kamath: I completely stopped buying public equities last two months
“I'm not even buying public equity anymore. I'm not even buying stocks. I've just stopped. Yeah. Last one, two months, I've just.”
Nikhil Kamath Aug 23, 2024 ▶ 1:54:42 Ep. #19 | WTF is “Making it” in an Offbeat Career? Nikhil Kamath Ft. Kriti Sanon, Badshah & KL Rahul · Nikhil Kamath
WTF Insight
Badshah: Aspire for stocks rather than music if seeking wealth
“Don't do it. Don't do it... Get into stocks if you want to be rich.”
Badshah (Aditya) Aug 23, 2024 ▶ 2:13:04 Ep. #19 | WTF is “Making it” in an Offbeat Career? Nikhil Kamath Ft. Kriti Sanon, Badshah & KL Rahul · Nikhil Kamath
BG2 Insight
Mylod: Give employees cash instead of equity if they undervalue stock
“If we can't convince somebody that a dollar worth of stock is worth a dollar, Then you actually shouldn't grant it. You should just give a dollar of cash because they'll actually value it, you know, greater.”
Bob Mylod Mar 21, 2024 ▶ 52:19 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
Timmer: Higher cost of capital from Fed rate hikes requires broad asset resets
“All investments are really valued as the present value of future cash flows, and that's true for bonds, it's true for stocks, and what the Fed was doing last year was raising the cost of capital, and that requires a reset for all assets, and that's exactly wha…”
Urien Timmer Sep 12, 2023 ▶ 3:32 An Investor’s Briefing
Amy Falls: Equity long-short funds typically exhibit 0.7 correlation to equities
“Similarly, hedge funds or absolute return, I've typically divided that into two categories, equity-oriented strategies, i.e. Long short, because there we assume you're going to have a . Seven-ish correlation to stocks. But you're going to have less volatility …”
Amy Falls May 22, 2023 ▶ 26:28 Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
a16z Disclosure
Wozniak: I do not invest in stocks or cryptocurrency
“I don't invest. I don't even invest in crypto. I don't invest in stocks.”
Steve Wozniak Nov 9, 2022 ▶ 22:08 Privateer’s Steve Wozniak, Alex Fielding, and Dr. Moriba Jah on the Data Highway Above
Sanchez: Small business acquisition returns remain high due to lacking standardization
“Over time, what happens is those arbitrage opportunities or the difficulty of doing something decreases, which means the return typically decreases too. And so this has happened in stocks. It's happened in real estate. It will happen in crypto, but I think we'…”
Codie Sanchez Mar 17, 2022 ▶ 34:39 How to Get Rich Building Boring Businesses | Codie Sanchez, Contrarian Thinking
ALL-IN Assertion Open · timeframe Dec 2021
Palihapitiya: Nearly 500 stocks down 30% to 40% recently
“There are almost 500 stocks that are off 30 or 40% in the last 30 days.”
Chamath Palihapitiya Dec 4, 2021 ▶ 25:19 E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
ALL-IN Assertion Not checkable as stated
Palihapitiya: Equities are the only fractionalized asset proven to reliably appreciate
“The only fractionalized asset that has ever been proven to appreciate reliably are stocks. Every other fractionalized asset where you take something and then you divvy it up generally has been a trash burger. You need to either own the whole thing yourself. Or…”
Chamath Palihapitiya Nov 20, 2021 ▶ 14:07 E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
ACQUIRED Assertion Supported
Competitors who took Standard Oil stock became fabulously wealthy
“And certainly any of the, you know, competitors or suppliers or partners or the like who ended up taking standard oil stock got fabulously wealthy by doing so.”
David Rosenthal Sep 22, 2021 ▶ 2:01:30 Standard Oil Part I · Acquired
Sanchez: Do not speculate on stocks without an unfair advantage
“If you don't have an unfair advantage, if you can't like write down why specifically you're going to win instead of somebody else, you should be really careful speculating on stocks because the big boys don't really do it.”
Codie Sanchez Apr 28, 2021 ▶ 34:24 How to Buy Distressed Assets, How to Network with Codie Sanchez | My First Million Ep. #176
Jackson: 2020 stock market is biggest bubble of lifetimes, sell equities
“The biggest bubble of lifetimes don't own any stocks.”
Adam Jackson Aug 24, 2020 ▶ 38:08 BrainTrust is Fiverr Owned by The Talent via Crypto Token
Mizuno: Japanese public has strong resistance to investing in equities
“Japanese general public's financial literacy is not as high as I hoped, and there's a very strong sort of, like, a resistance or, like, hesitation among Japanese people to invest in stock because they think it's risky.”
Hiro Mizuno Jul 9, 2020 ▶ 15:43 Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)
TOP FOUNDERS Disclosure
Pysh holds zero stocks through the crisis due to government intervention
“And I think a lot of people in my community are rolling their eyes at me for not having stocks going through this because so much of it is dependent on government decision-making.”
Preston Pysh Apr 22, 2020 ▶ 34:35 Preston Pysh on Bitcoin $200,000, QE at the top, UBI at bottom, $10t+ Fed Balance Sheet?
Pysh: Stocks will underperform gold and Bitcoin in purchasing power
“The stock market went straight up, but relative to gold, and in my opinion, relative to Bitcoin, those stocks are going to underperform.”
Preston Pysh Apr 22, 2020 ▶ 36:34 Preston Pysh on Bitcoin $200,000, QE at the top, UBI at bottom, $10t+ Fed Balance Sheet?
TOP FOUNDERS Prediction Partly held up
Yanowitz: Stock markets are 100% going to tank again
“Stocks are going to tank again 100%.”
Jason Yanowitz Apr 15, 2020 ▶ 14:55 New podcast: Jason Yanowitz on Consequences of Fed Stimulus, Socialism Next, Bitcoin Halving
CAPITAL ALLOCATORS Assertion Not checkable as stated
Renaissance Holds 4,000 to 5,000 Long and Short Equity Positions
“So today, and it's not so dissimilar from what it was back then, today it's about four or 5000 stocks that are long, four or 5000 stocks that are short.”
Gregory Zuckerman Jan 6, 2020 ▶ 25:54 Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
Mauboussin: Most stocks have only two or three linchpin value drivers
“For most stocks, there tend to be two or three sort of key issues. You might call them linchpin issues, perhaps, and the ability to find those things and dwell on them as soon as possible tends to be very helpful”
Michael Mauboussin May 13, 2019 ▶ 26:09 Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
Levine: Computers have an easier time picking stocks than driving cars
“And like, to me, it's gotta be a lot easier to pick stocks than to drive a car for a computer.”
Matt Levine Apr 29, 2019 ▶ 33:26 Matt Levine – Money Stuff (Capital Allocators, EP.97)
Michael Milken prefers bonds over stocks because returns ignore other buyers
“I was with Mike Milken recently, and he specifically said the reason he likes bonds as opposed to stocks from an investment standpoint is, I don't need other people to buy them. I just need them to pay me off. So I'm happy being the only person buying them. In…”
Jordi Visser Mar 25, 2019 ▶ 34:29 Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Robinson: Prolonged sideways consolidation transfers assets from weak hands to strong hands
“So the third way prices change is a protracted period of nothing going on. In other words, a stock just moving sideways for months or years. And I'm using air quotes, nothing going on, because something really strong is going on, something really powerful. And…”
Adam Robinson Dec 11, 2018 ▶ 1:06:03 #47 Adam Robinson: Winning at the Great Game (Part 1)
a16z Assertion Partly supported
Katie Haun cites study claiming one in three millennials prefers cryptocurrency
“There was a study I saw and I can't cite you the source, but it said that one out of three And this is in the United States. One out of three millennials would rather own Bitcoin or cryptocurrencies than stocks.”
Katie Haun Nov 2, 2018 ▶ 15:00 Debating Crypto: Katie Haun vs. Paul Krugman
Batnick: Predatory life insurance sales harm clients more than bad stock picks
“If you're selling somebody, you know, a shitty stock or mutual fund, whatever, they're giving you know, 10 grand. And sure, that sucks to lose that, but when you're selling life insurance policies to somebody, and you're asking for giant commissions premiums, …”
Michael Batnick Oct 8, 2018 ▶ 10:33 Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Digital wallets will eventually hold stocks, bonds, and real estate
“That really is the big innovation, is this idea that digital wallets will be able to hold all different kinds of assets. You'll be able to hold shares of stock and bonds and pieces of real estate, maybe the mortgage to your home, like all these different sorts…”
Stephen McKeon Sep 17, 2018 ▶ 42:48 Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
Selvala: Selling OTM naked puts is less risky than owning stock
“Anybody who buys a stock, it's the same as being long a call and short a put, you know, at current level. And so if you decouple those things you can be a naked put seller and that's less risky than owning, owning the stock because the puts are out of the mone…”
Rick Selvala Feb 26, 2018 ▶ 24:02 Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Spitz: Private Equity Will Deliver a 300-400 BPS Premium, Not 15% Returns
“And we're not going to see if we have five percent return on stocks, we're not going to have 15% returns on private equity. But historically you've gotten a three or 400 basis point premium, and maybe we'll get that kind of premium again, and that's real money…”
Bill Spitz Jan 22, 2018 ▶ 20:53 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Y COMBINATOR Assertion Not checkable as stated
Altman: YC's top-performing startups consistently grant heavy employee equity
“But we've seen a lot of data at YC now, and the most successful companies, and the ones where the investors do the best, end up giving a lot of stock out to employees year after year after year.”
Sam Altman May 1, 2017 ▶ 11:26 Later Stage Advice with Sam Altman (How to Start a Startup 2014: Lecture 20) · Y Combinator

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