CRWV Analysis, Elon's Potential Return to TSLA, Tariff Fears, And Much More

Cody Willard

02 Apr 2025 — 8 min read

Here's the transcript from today's Live Q&A Chat:

Q. I have lived through many bad market periods. Dotcom Bubble, 9/11, financial crisis (I remember the Nasdaq had 4 days in October 2007 where it lost 8% each day!), Covid, and probably missed a few others. This last month has been painful but Q4 was very good so hopefully they somewhat balance. But seems a lot of serious questions regarding AI and possibly market drops another 20-30%. And clearly we have uncertainty issues regarding government issues. Seems we have stocks that could hit a home run or strike out, not just meander along. Seems a difficult time to make recommendations and run a hedge fund!

A. The good news is that when it seems like it'd be an "easy time to make recommendations and run a hedge fund" is when it's probably actually a terrible time and vice versa. The bad news is that you are correct that if AI fizzles here, the markets are likely to get hit another 10-15% or more. But that's why we use hedges in the hedge fund.

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