Allison Schrager
speaker
190 appearances
4 recordings
4 series
first heard Oct 2024
last heard 2 Jul
Allison Schrager’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 1.
Appearances
economy that's been raising markets.
And he's invested in the U.S.
markets, which, you know, is his right.
And, you know, I take him at his word.
It's in a blind trust.
And choosing to invest in NVIDIA if you're a wealth manager is a very sort of normal decision.
Well, the stock market is forward looking.
So it's an expectation of future profits.
I think that's part of it.
Also, you know, affordability is to some degree related, but not exactly the same thing.
And this is sort of partially when we're talking about this K-shaped economy.
is that Americans who own shares, which is about 60%, are doing better.
And sort of the lower tier of the economy in terms of wages, their wages are not keeping up with inflation, which is still high, definitely feel like they're struggling.
So to some degree, it's a have and have not story.
To some degree, it's also a timing mismatch.
You know, it's very interesting.
And I'm so glad I'm on with Han for this, because there's certainly like a lot of talk, not just from the latest news events, but over the last couple of weeks, honestly, even starting with Bernie Sanders, even Biden, that the government should have a sovereign wealth fund invested in all these fast growing AI companies.
And part of the justification is that these are our fastest growing companies and the government would benefit by having a stake.
Of course, they already do have a stake.
They already have a lot of exposure to this in the form of a claim on future tax revenues.
Showing 21–40 of 190 · page 2 of 10
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