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market

also referred to as: markets · the market

5 statements across 5 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Nov 16, 2024 by Jordi Hays · across every show →

Everything said about market, oldest first

Nov 16, 2024 bullish
Prediction Not checkable as stated
Hayes: Trump administration risk-taking could create the 'mother of all bubbles'
“And what that is leading to is people in the markets also going extremely risk on, right? Simultaneously, everybody's going super risk on which could create the mother of all bubbles, which we've been praying for.”
Jordi Hays Nov 16, 2024 ▶ 12:56 What is the TRUMP BUBBLE? (ep11)
Apr 10, 2025 neutral
Prediction Not checkable as stated
Logan Bartlett predicts market capitulation will take several quarters to manifest
“And so my guess is it's probably going to take a couple quarters before anyone starts to capitulate that maybe this is the new normal, particularly given how manic the market has kind of been and the decision seems to have been.”
Logan Bartlett Apr 10, 2025 ▶ 4:53 What the New TARIFFS Mean for Tech | Logan Bartlett on TBPN April 7th
Feb 13, 2026 bearish
Opinion
Hays: Companies seen as pure software code are cooked
“Right now, if the market thinks you're just a bunch of lines of code, you're cooked.”
Jordi Hays Feb 13, 2026 ▶ 8:19 Become Unsloppable: How to Survive the Great Software Collapse
Feb 14, 2026 bearish
Opinion
Hays: Software companies that are just code are 'cooked'
“Right now, if the market thinks you're just a bunch of lines of code, You're cooked.”
Jordi Hays Feb 14, 2026 ▶ 6:34 Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN
Feb 24, 2026 positive
Opinion
Coogan: Independent researchers on X and Substack are moving markets
“We as in, not us, but the X and sub stack, like independent researchers and analysts are really moving the markets.”
John Coogan Feb 24, 2026 ▶ 0:40 Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
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