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public market side

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Sep 18, 2023 by Muthu Muthiah · across every show →

Everything said about public market side, oldest first

Sep 18, 2023 negative
Opinion
Muthiah: Indian public equity managers hold largely undifferentiated portfolios
“On the public market side, there was a lot of ownership of the same things. Not a lot of differentiation in people's portfolios, except on the margins.”
Muthu Muthiah Sep 18, 2023 ▶ 31:57 Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
Mar 10, 2025 bearish
Opinion
O'Leary: AI is bubblicious and could trigger public market volatility
“AI is a little bubblicious. We started to see a little bit of the potential fall that can happen if it turns out the thesis of AI is that you have to spend a hundred and eighty billion dollars on chips every 18 months. If that's not correct, maybe some of that…”
Shannon O'Leary Mar 10, 2025 ▶ 59:16 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
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