stock market

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Nov 3, 2025 by Mercer Kahlo · across every show →

Everything said about stock market, oldest first

Nov 3, 2025 bearish
Assertion Not checkable as stated
Kahlo: Broad stock market returns are much lower than the S&P 500
“So if you want to compare it fairly, look at the stock market as a whole. Maybe take up, you know, pin sheets and all that stuff that, that are listed on the NASDAQ, S&P, and everything, and then compare it to a real estate market. I guarantee that to you that…”
Mercer Kahlo Nov 3, 2025 ▶ 8:31 Real Estate Beats the S&P 500 (By a Lot)
Mar 16, 2026 positive
Assertion Supported
Baucom: Fine art values are completely uncorrelated with public markets
“Not at all correlated. So it is your alpha.”
Claire Baucom Mar 16, 2026 ▶ 13:19 Can You Really Make Money Investing in Art?
Apr 13, 2026 bullish
Insight
Paul Morris: Real Estate Information Asymmetry Is Legal Insider Trading
“In real estate insider trading is legal. Insider trading, meaning not doing anything to break a fiduciary duty, but insider trading, meaning I can learn more about the property than the market knows about the property. So therefore I have unfair information an…”
Paul Mark Morris Apr 13, 2026 ▶ 49:55 How Billion-Dollar Businesses Actually Get Built
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