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.

Appearances

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And I think, again, that looks through some of the policy uncertainty.
In some cases, it may be also encouraged by some of the policy actions.
But I think that theme will continue as well.
And geopolitical security concerns contribute to that as well.
Some of the investment deals are clearly tied to security concerns in specific regions.
And I think that, given the instability that we have, in fact, encourages some of that, not discourages it.
So you do have a lot of really different trends cutting against each other here, which makes it so hard to discern exactly where we're going to go and what's going to have an impact.
So I'm going to start by asking you an unfair question, and then I will give you my view, which is Alan Greenspan famously, when he was Fed chair, talked about animal spirits and an excess of animal spirits in financial markets and cautioned against those ahead of the ultimate dot-com correction.
When did he say that?
So for those who were born well after the fact, and I remember these because I started my career right in the middle of the dot-com implosion.
So it happened in July 2000.
Later that.
Okay, interesting.
Okay.
Well, that's when the market crashed.
Yes, yes.
But when I've asked, you're the first person to get close that I've asked.
Most people guess 98 or 99.
It was actually December 1996.
It's much earlier than people recall.
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