Joe Weisenthal

speaker

562 appearances 1 recordings 1 series first heard Sep 2026 last heard 17 Sep

Joe Weisenthal’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 Sep 2026 with 1.

Appearances

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TBPN · Snap Launches Specs, Paramount Eyes Nashville, Japan's Monks Turn to Investing, New Clip from 'The Social Reckoning' | Aaref Hilaly, David Gross, Max Junestrand, Chase Lochmiller, Jesse Zhang, Nilam Ganenthiran & Leonard Tang, Joe Weisenthal · 17 Sep 2026 podcast

It will not only be affected, but I think by and large, if you sort of like assume the growth rates that these companies are seeing, if you sort of like do the math on like matched

What okay, financing, building a data center, acquiring the chips. matched

I don't think like twenty five basis points, fifty basis points. matched

They just don't move the dial yet. matched

Yeah, I I think matched

so it's funny, yeah, and there's the you know, there's actually a funny amount of academic literature on whether any company, period, cares about interest rates. matched

So this is actually an empirical inter thing that's been tested, which is like, have there ever been an example of a company that actually like changed some policy choice because of something the Fed did? matched

And it's like surprisingly matched

Rare. matched

These rare there are so many bigger questions that usually okay, here's a board meeting. matched

Yeah. matched

And we're deciding whether we're gonna make some investment. matched

And it's very rare that the decision oh, is the tenure at six percent right now or is it six point five percent right now? matched

Right. matched

Sure, sure. matched

Is the short end at four point seven percent or is it five? matched

There are very few corporate decisions in the history of business where that turned out to be the decision. matched

Now if we're talking maybe strictly real estate, where there's like a very like, okay, these are gonna be our cap rates, et cetera, sure that may be sensitive. matched

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