Apr 2, 2026 · 44 min · 14 segments
Building Resilient Portfolios and Managing risk Through Market Cycles In this episode, Laura Baker, Associate Client Portfolio Manager and Greg Taylor, CIO and Portfolio Manager, explore approaches…
So I know we've talked about 99 a little bit, but would that be the kind of the experience that you would see is most similar to today where decision making has become was at that point paramount as it is today? Or is there another experience that you kind of draw another time frame that you kind of draw to when you think about the opportunities now?
Well, I think the parallels with 99 are really similar and that's where everyone keeps going to that.
And you had some really successful companies that are still around today and monsters in the industry.
that's kind of the stage we're going to be getting to now is who's going to win.
But we're kind of in those early innings where we still don't really know what the business model is.
So the parallels are there because of the hype around the massive theme and the money being thrown at it.
But it's really going to be difficult to see who's going to win this, whether it's all commoditized at the end of the day, who's going to be the winner.
Because when you look at the dot-com crisis, or not dot-com, bubble, a lot of that was on the hardware, building out the internet and the network that comes out of it.
But the realty companies that won are the Microsofts, the Facebooks, the Googles, the guys that built apps on top of that infrastructure.
There's a lot of themes about the hardware excitement around it, but who's going to build the killer app in AI that's going to win? And I think that's still too soon to tell.
So lots of parallels, but I still think it's too early to say who's going to win and what's going to play out.
So I know we've talked about 99 a little bit, but would that be the kind of the experience that you would see is most similar to today where decision making has become was at that point paramount as it is today? Or is there another experience that you kind of draw another time frame that you kind of draw to when you think about the opportunities now?
Well, I think the parallels with 99 are really similar and that's where everyone keeps going to that.
And you had some really successful companies that are still around today and monsters in the industry.
that's kind of the stage we're going to be getting to now is who's going to win.
But we're kind of in those early innings where we still don't really know what the business model is.
So the parallels are there because of the hype around the massive theme and the money being thrown at it.
But it's really going to be difficult to see who's going to win this, whether it's all commoditized at the end of the day, who's going to be the winner.
Because when you look at the dot-com crisis, or not dot-com, bubble, a lot of that was on the hardware, building out the internet and the network that comes out of it.
But the realty companies that won are the Microsofts, the Facebooks, the Googles, the guys that built apps on top of that infrastructure.
There's a lot of themes about the hardware excitement around it, but who's going to build the killer app in AI that's going to win? And I think that's still too soon to tell.
So lots of parallels, but I still think it's too early to say who's going to win and what's going to play out.
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