stock market

5 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Feb 28, 2025 by Tarek Mansoor · across every show →

Everything said about stock market, oldest first

Feb 28, 2025 bullish
Prediction Not checkable as stated
Mansoor: Prediction markets could become bigger than the stock market
“I think it could just look like the stock market, maybe even bigger.”
Tarek Mansoor Feb 28, 2025 ▶ 8:11 How Kalshi Built a $2 Billion Prediction Market · Sourcery with Molly O'Shea
Oct 23, 2025 bullish
Prediction Not checkable as stated
Barton: AI-driven margin expansion could spark a multi-year stock market run
“Because AI is going to benefit all these companies and the stock market's going to go up. And we might be at the front of a multi-year amazing run in the stock market because these companies revenues are going to grow faster. Their costs are not going to be as…”
Michael Barton Oct 23, 2025 ▶ 31:04 Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
Jan 23, 2026 bullish
Assertion Supported
O'Shea: AI Companies Accounted for 70-75% of 2025 Market Gains
“In 20, 25, over 75, like 70 to 75% of the gains in the stock market were from AI and AI adjacent companies. Around six trillion dollars.”
Molly O'Shea Jan 23, 2026 ▶ 10:30 Snowflake vs Databricks: The AI Data War | CEO of $SNOW · Sourcery with Molly O'Shea
May 15, 2026 neutral
Assertion Not checkable as stated
Rangwalla: Market Sentiment Has Zero Correlation With Stock Performance
“We did a an analysis on sentiment and how indicative is sentiment of what's actually happening in the market. And it's basically a coin flip. There is no like correlation between negative sentiment means the market should be down or it's contrary”
Jaimin Rangwalla May 15, 2026 ▶ 45:29 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
May 15, 2026 bullish
Assertion Not checkable as stated
Rangwalla: Stock Multiples Remain Consistent Because Earnings Growth Outpaces Prices
“The multiples for the market actually haven't gone up that much. The multiples for the market are actually staying kind of consistent because the growth is so high. And so the market is up, you know, whatever, seven, eight percent this year, but earnings growt…”
Jaimin Rangwalla May 15, 2026 ▶ 46:47 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
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