Downtown Josh Brown
👤 SpeakerVoice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Appearances Over Time
Podcast Appearances
Was it an SNL skit with the doctor and the old man that you have EOG?
Early onset grumpiness.
He has it diagnosed.
Can I get rid of it?
I hadn't thought of that.
Not that frequently, no.
Yeah, that's okay.
Yeah, that's better.
Yeah, I like sectors too.
Yeah.
Thanks for having me.
Thanks for having me back.
No idea.
Don't give spot estimates.
Fair enough.
Higher or lower is... I think that's a good bet.
Yeah, well, I think that there's a lot of data that supports what they said and then an addition to that, which is to say that it is becoming more diffuse.
it is becoming more broad in terms of the recovery.
And you can measure it a bunch of different ways.
And I think the interesting part about CapEx cycles is that you can measure them historically.