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 months
4 · Aug OctJan 26AprJulnow

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

Appearances

newest first · ▶ plays the moment
Yeah.
Yeah.
So what does this mean for the stocks of consumer staples companies?
Like d do you expect them to remain
uh robust um or
Do you expect, you know, them to improve from here now that you know these tariffs are sort of off the table?
I mean how long can the benefit last.
Refunds for for consumers.
Yeah, for the for the consumer.
Not tariff refunds, but refunds for the consumer.
Yeah.
Okay.
Meaning everything AI driven.
Aaron Powell So it doesn't have anything to do necessarily with like what's going on at these companies.
Like it's not like investors were looking at, oh, these tariff refunds are going to be so great for consumer stables.
It was just like
Let me find something else that's not AI to buy.
So there was a little bit of like actually identifying trends within the consumer staples industry.
Aaron Powell Yeah.
Aaron Powell You don't think this is the beginning of the end for AI?
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