Evan Junick

speaker

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

Evan Junick’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

Policy has to be front of mind when it comes to anticipating and planning for the future.

Right.

It can no longer be sort of a second order consideration.

It needs to be one of those things that are part of the strategic planning process, just in the same way you'd be planning for economic shocks or rate shocks or anything else of that matter.

Totally agree with you there.

And also agree with you about sort of what's driving animal spirits in the market today.

I'd say only nuances to that point is the quote unquote good news or the silver lining to that is, yes, obviously the biggest dollars are coming from things tied to AI.

But interestingly enough, we do see even sort of the typical large cap company increasing CapEx intensity, increasing CapEx spend on a relative basis.

Again, not just tied to inflation or something like that.

So, there is an indication that the broader market sentiment towards growth is affecting not just the largest and most AI-oriented companies, but also sort of your everyday company that is maybe tied to industrials or other forms of investment exposure.

And those companies are going to help solidify the base of growth, and I think is one, again, sort of silver lining for why we may see more resiliency even to the market, even in the kind of growth moderation scenario that you outline.

And to borrow one of your stats, obviously, the cross-border M&A dynamic is also at multi-decade highs.

So we're seeing this really across the board.

It's not just an AI play.

It's not just even a domestic growth play.

It is truly something being felt pretty globally.

Yeah.

So I'm going to ask you an unfair question to wrap up the conversation here, which is I know we're not trying to be prognosticators or people trying to forecast the future here, but you've obviously got a microphone in front of you.

You've got a lot of clients listening.

What does the next six months look like?

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