Nancy Tengler
speaker
194 appearances
4 recordings
1 series
first heard May 2026
last heard 10 Jul
Nancy Tengler’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 — 4 in all, peaking in May 2026 with 2.
Appearances
It will have its day again, just like Intel did.
The question is, how long will one have to wait?
And what is the opportunity cost?
in the near term, Caroline.
But I think what we're going to start pivoting to, and we launched a thematic portfolio with a focus on space and robotics, quantum, and then nuclear, and then, of course, the metals and minerals that are needed to drive those technologies.
So I think for the near term, I mean, we're hearing that the backlogs are enormous, again, in the infrastructure names, in the chip names.
And I think at some point, we will begin to see
software as a major beneficiary.
Not every software company.
We exited Adobe and CRM quite some time ago.
And we've been wrong about ServiceNow so far.
But I think you'll start to see the winners there.
And then you'll see the market pivot at least back to software.
So I think there's still a lot of opportunities in this new industrial revolution we're living through.
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