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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Aug 2026 with 4.

Appearances

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WSJ's Take On the Week · How AI Spending Is Fueling the Economy Overall · 9 Aug 2026 podcast

Some Walmart or some PNG.

Yeah, we have a lot of really big consumer company earnings coming up.

We're w we're kind of getting to that phase of the earnings season where it's a lot of consumer.

We've got Home Depot, Target, Lowe's, Walmart, to name a few.

Um, these are really the companies that tell us how healthy is the consumer.

All of that's coming up in a bit.

We talk with Wells Fargo's chief equity strategist, Osung Kwan.

We thought this was going to be a pretty straightforward conversation about consumer companies and tariffs, but it actually went in a very wide-ranging set of directions.

Um we talked about AI, we talked about the Fed, we talked about employment.

There were a whole bunch of topics that all connected back to this consumer topic.

and you know the health of the consumer.

That's coming up in a bit.

Yeah, I mean it seemed kind of unlikely that the government would actually be returning money to companies.

It's not nothing.

Wow.

So is this just going to pad their bottom lines though?

Like what about the consumers who paid for these tariffs in the form of pricing?

Are we getting any of this money back?

So that could benefit shareholders.

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