Jeff Blazek

speaker

496 appearances 1 recordings 1 series first heard Feb 2026 last heard 13 Feb

Jeff Blazek’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

Appearances

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How I Invest with David Weisburd · E304: Neuberger Berman Co-CIO on Mistakes Smart Investors Make · 13 Feb 2026 podcast

Yeah, and the GDP data, our view is, and it's one of our key themes for 2026, is that, yeah, AI will be a double-edged sword.

There's going to be some losers along with the winners, but it is a very real productivity boom that will be driving enhanced GDP growth and revenue growth.

So we see it in the macro data, not as much in micro, but over time, I do think that we expect to see a meaningful uplift, probably about 2% of incremental EPS growth from AI after we look back at this year.

I had a tendency, and I suspect a lot of people listening to this feel the same, where you have a dream job or you put a position on a pedestal.

And when you achieve that, sometimes it's not what you expected.

And maybe if you would have focused more on the journey and not the destination, you would have felt

Maybe you would have made better decisions along the road.

But one job I put on a pedestal quite early in my career was I want to be a Wall Street equity analyst.

That's all I want to do.

And I did that for two years.

I'm grateful for what it gave me in terms of skill sets.

But I realized it was quite in the weeds on a certain set of five stocks.

It was not macroeconomic at all.

It was not very driven.

I had friends that asked me what I thought about the stock market.

And I said, I have no idea.

I could tell you about beverages if you care.

And they didn't care.

They didn't really care what Soda was doing that year.

It doesn't keep 99% of people from opining on this topic.

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