Okay, Computer: Meet The New Bubble, Same As The Old Bubble with Rick Heitzmann
RiskReversal Pod
00:00
The Market Cap Weight and the Equal Weight
The problem was people were buying at high prices at 2020 and 2021 prices that market the market in 2022. The Russell 2000 small caps are flat on the year down on the day where this was like AI euphoria. There's a lot of warning bells that seem to be screaming and silence. And it's a great time to invest in tech.
Play episode from 29:37
Transcript
