Silicon Valley tech sector
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 16, 2024 by John Coogan · across every show →
Everything said about Silicon Valley tech sector, oldest first
Nov 16, 2024
Coogan: Macro business cycles matter more than individual frothy valuations
“There were some minor sell offs, but like for the most part, like going long through that period was like the phenomenal strategy. And so even when it's frothy, like the business cycle is more of a, like a massive driver than, like, any specific, like, bubbly …”