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Brian Stewart

๐Ÿ‘ค Speaker
1348 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

It's a bonanza.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

It's a bonanza.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

I can tell you some companies do have money and some companies don't.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

And I can tell you in that sector, there's a lot of money as we all see being moved around there.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

So definitely interesting to see how that will play out.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

And then speaking of like the labor situation, what would you say about the jobs data we saw this week?

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

To your point about the coders, you know, perhaps now having to become construction workers and then building a certain kind of world and now they're having to build a concrete tangible, perhaps they'll be involved with that.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

I remember reading an article like more than a decade ago or perhaps just about a decade ago in the New Yorker about AI and they were saying how

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

At the end, humans will have robots putting bags over their head and we're going to be laughing and saying, isn't this ironic?

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

And I think a lot of people are right now wondering if they are the architects of their own demise as AI comes chugging along and probably replacing a lot of what we see.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

But also there's still so much yet that we don't know.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

There's a lot of fear, of course, because of that uncertainty.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

But also I think...

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

The call is for patience as we see how the world evolves.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

And one stock I wanted to mention as we watch the world evolve, and we were talking about stocks that have been on the rise, but a stock that has been on the decline has been Roblox.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

And that was a stock that was on fire in recent years.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

Anything to say about that and how that may speak to the trends that we're seeing play out?

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

Change is the only constant.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

Remember that.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

What do you got for us next week?