tech bubble

also referred to as: tech bubbles

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Apr 16, 2018 by Steve Galbraith · across every show →

Everything said about tech bubble, oldest first

Apr 16, 2018
Assertion Supported
Galbraith: Value vs momentum return divergence matches dot-com bubble levels
“So if you look at the factor returns to value versus the factor returns momentum, they're about as divergent as they've been since the tech bubble.”
Steve Galbraith Apr 16, 2018 ▶ 44:26 Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)
Jul 8, 2021 negative
Insight
Grantham: Human optimism bias drives financial bubbles and climate denial
“It's our ability to focus on optimistic thoughts and avoid unpleasant ones. It really is. It's what enables us to have South Sea bubbles, tech bubbles. It's what enables us to ignore the downside of climate change until it bites us”
Jeremy Grantham Jul 8, 2021 ▶ 42:44 Jeremy Grantham – GMO (Manager Meetings, EP.01)
Jun 2, 2022 bearish
Opinion
Drogen: Liquid crypto token quality is worse than dot-com bubble equities
“Now, unlike the public equity markets back then, even through the tech bubble, where there was a lot of shenanigans and bad companies that went public, it's not even close to the number of terrible projects and things that are tokens today. Like the percentage…”
Leigh Drogen Jun 2, 2022 ▶ 37:53 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
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