Signal or Noise?
Signal or Noise?
Charlie Bilello, Peter Mallouk, Creative Planning
The Madness of Crowds
24 minutes Posted Jun 18, 2026 at 3:55 pm.
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Show notes
With signs of frenzied speculation everywhere, Peter and Charlie discuss SpaceX’s recent IPO, abnormally high semiconductor index returns and the danger of chasing performance before explaining why heavily equity-based diversified portfolios have enjoyed outsized performance over the last decade.