Miriam Gottfried
speaker
638 appearances
7 recordings
1 series
first heard Jul 2026
last heard 6d ago
Miriam Gottfried’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 — 7 in all, peaking in Aug 2026 with 4.
Appearances
Hi Miriam.
Good to see you.
Good to be back from two weeks of vacation.
Well, you you persevered.
The t last two episodes were great.
I listened to them.
Um but we have a really interesting conversation today.
Um we're talking about tariff refunds.
Yeah.
Somehow companies are getting this money back, which we're gonna talk about later.
We also go into a lot of other things, including the consumer, the Fed, AI, employment.
But first we have to talk about something that happened this past week, and that is SpaceX reported its first quarterly earnings report.
Right.
And I think what SpaceX is specifically spending on is its next generation of rockets, which are going to be the key to being able to launch data centers into space.
And that is a big part of its valuation, as we've discussed on previous episodes.
Trevor Burrus But it's just not really clear how yet.
And so investors are kind of like why are we spending all this money to get there?
With Microsoft there's a direct payoff.
Right.
So I mean I think that makes sense and investors are definitely willing to reward that where they can see the ROI.
Showing 441–460 of 638 · page 23 of 32
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