Fiona Harris

speaker

273 appearances 1 recordings 1 series first heard Aug 2026 last heard 6 Aug

Fiona Harris’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

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

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On Point · ep 386 | Spotlight on the US equity market · 6 Aug 2026 podcast

And right now, for a lot of the hyperscalers, it's worried about the big spend, what's funding it, because it's not as much coming from cash flow, and when those returns will come around.

And so I think that's where the market is waiting for, for a lot of those names.

So when we look at something like AI, I don't think you can own it broadly.

I think you have to be selective, right?

Because there is winners and losers within it.

And when we think about it, companies that can win sometimes are in the industrial space.

They're not the obvious winners, but maybe they're the companies that are giving, you know, doing a lot of the electrification of the lines, the upgrade of the electricity lines.

The need for power and demand is not just from you and I as individuals, but also corporate America as well.

And so I think, you know, you've got good earnings story, which is helping this market.

But you've also got a market that's a little bit worried.

And that's not a bad thing.

That's a healthy dose.

You know, to be a little bit skeptical at times is not a bad thing at all.

But I think, you know, again, from where we're sitting right now, the earnings growth looks good.

The valuation looks good.

This market should end higher by the end of the year.

But we're going to have some twists and turns along the way.

Yeah, I think that's a great question.

And I will answer it, but I also think you bring an important point to bear, diversification.

So many people are just buying the AI trend without realizing it.

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