Charlie Bouckaert

speaker

135 appearances 1 recordings 1 series first heard Jul 2026 last heard 30 Jul

Charlie Bouckaert’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Making Sense · Deals and discipline: What’s driving markets at mid-year? · 30 Jul 2026 podcast

Supreme Court rejects them.

They come back.

And yet activity level has been very high.

And so –

My view when I look at the second half is yes, we will have plenty of policy uncertainty and yes, it matters.

I think the bigger thing that will matter is if there is a view that we're reaching a change in the rate of growth of AI spending, not even just a decrease in the amount, but just a change in the rate of growth, that will probably have a bigger impact on animal spirits than policy.

Policy uncertainty will then compound on that.

But I think the thing that will be more of an inflection point is that perceived view on the rate of change, because you were talking about values in the markets.

especially for the high growth sectors.

It's extremely terminal value weighted.

And I don't know that there's a real consensus view on exactly how long this is going to extend and the magnitude of the impact.

We're definitely on the side of the, you know, we're on the greed side of the fear and greed spectrum right now, but that could certainly change.

And so I do think policy matters.

I just don't think it's going to be the thing that changes psychology.

Well, we haven't talked about the growth divergence from a geographic perspective that much, but it's certainly clear when you compare the U.S.

and Europe that the market's view is that there's going to be a very persistent divergence between the underlying growth rates between the two markets.

And as a result, the amount of investment, certainly in North America,

is high whether it's tied to AI or not.

And we do expect that to continue.

And when we speak to clients in Europe, their desire to get incremental exposure, organic or inorganic, to North America is very high.

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