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technology stocks

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 26, 2020 by Marko Papic · across every show →

Everything said about technology stocks, oldest first

Oct 26, 2020 bearish
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)
Dec 4, 2025
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)
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