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Technology Stocks

topic on 2 shows · 3 statements across 3 episodes

the Startup Ideas Podcast Capital Allocators

3 statements about Technology Stocks, every show

CAPITAL ALLOCATORS Assertion Supported
Boucai: Dot-com tech boom drove REITs to steep NAV discounts
“REITs would be trading at a significant discount to NAV because people were selling public real estate stocks to buy the technology stocks. Conversely, those stocks did better when the technology stocks blew up.”
Robert Bukai Dec 4, 2025 ▶ 7:06 Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
STARTUP IDEAS Assertion Supported
Pal: Only tech stocks and crypto beat the Fed balance sheet expansion
“There's only two things that outperformed the Fed balance sheet over the last, since 2008. Only two asset classes. One was technology stocks, and the other was crypto.”
Raoul Pal Aug 18, 2022 ▶ 35:54 Investor Psychology & Trading on the Future With Raoul Pal
CAPITAL ALLOCATORS Prediction Not checkable as stated
Papic: Big Tech has likely peaked due to stroke-of-the-pen risk
“I just think that we're going to enter a period where stroke of pen risk is very high. And I don't think it's going to cause a collapse in prices, but I think this may be the apex and it's all downhill from here.”
Marko Papic Oct 26, 2020 ▶ 27:09 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

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