Gemma Dale
speaker
925 appearances
2 recordings
2 series
first heard Jun 2026
last heard 18 Jun
Gemma Dale’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
Is it all passive?
Is a lot of it active?
What are the active guys doing?
It's a lot of questions.
0.6 of a percent.
Yeah.
It's a really good point.
I think what is to your point about how much overvaluation is in there, we have known that it was the Mag 7 for a couple of years there.
That's what we were talking about, the hyperscalers.
These guys are the absolute top end of the market.
You're Microsoft, Amazon's alphabet.
NVIDIA.
NVIDIA are growing at just extraordinary rates, but the capex burn is insane.
And the amount of money they're plowing into data centers is wild and into their AI build out is wild.
And they're restarting nuclear power plants on Three Mile Island.
It's an extraordinary time.
And we have seen the top 10 companies in the US at like 5%.
40 plus percent of the s&p 500 those levels of concentration are sort of 99 2000 levels but if you chose not to play you've had a really rough six months and this is the difficulty you can see that and read that every day of the week and it makes you anxious and you go i don't want to be in that because that will have to come back to earth at some point yeah but you've missed a beautiful run
Or it's very choppy.
Yeah, yeah.
Showing 161–180 of 925 · page 9 of 47
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