Joe Wiesenthal
speaker
1,572 appearances
15 recordings
2 series
first heard Sep 2025
last heard 26 Jun
Joe Wiesenthal’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 — 14 in all, peaking in Jun 2026 with 9.
Appearances
How much of that is land, et cetera?
Like what goes into the price of a tomato and what is the main driver of swings year over year?
We'll get to the greenhouse conversation a little bit, but yeah, okay.
Data centers need electricity, AI needs copper, reshoring needs steel, and gold's run may tell you something about how the world is repricing money and debt.
All of those point back to real assets.
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The margins are stable because on the one side of the ledger, their costs have gone up, build out all this tech.
But on the other side, they have data that they can sell and that is monetizable and they roughly even out.
And that's how you get the stable margin.
It's interesting to think that, you know, one of the promises of the Internet was like, oh, the customer is going to be able to be so well informed.
Right.
And they're going to know like they're going to be able to find the best price.
And there probably is that to some extent.
Right.
That there probably are customers who are like extremely well informed and can find the best price.
Showing 481–500 of 1,572 · page 25 of 79
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