stock market

“The past, like, you know, sort of 50 years of the steepest drawdowns of the S&P 500, something like 80% of them happened between, like, October and February.”

“If you do this all at once, what that means is the entire floor will fall out of the stock market and the real estate market. And, you know, with huge cascading effects through emerging calls.”

“I was talking to Paul Tudor Jones about a week ago, and he said, I was asking him this question about bubbles. He said, ah, I think we're in maybe like October, 1999. Right now. And I said, oh, that's interesting. Okay. 99. He said, but there's still, if you s…”

“I almost prefer AI is holding up the stock market, but healthcare is holding up the economy because that's where we're seeing job gains and that's where like, The real economy. Like, there's always this disconnect between what's happening in the markets that's…”

“Had Anthropic not delivered its revenues that it's delivered this year, I think the stock market would be down 10 or 15%.”