Hilary Frisch

speaker

9 appearances 1 recordings 1 series first heard Feb 2026 last heard 24 Feb

Hilary Frisch’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 Feb 2026 with 1.

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I thought there was going to be a small reaction.

It was definitely larger than we expected.

But I think it's not that surprising when you take a step back and consider where the markets are in the US.

The AI trade has been going on for three and a half years.

It's been more or less a straight line up.

essentially, like everyone is max long today.

And so there really aren't many incremental buyers left.

And so it on the one hand, you know, spooks people when when you do consider what is negative about this.

But I think specifically, the market right now is trying to digest this idea that AI has gotten a lot more powerful in the last six months.

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