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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in May 2026 with 2.

Appearances

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Bloomberg Tech · SK Hynix, Micron Join $1 Trillion Market Cap Club · 27 May 2026 podcast

And I think that's what you have to consider.

Who will win?

And I do think if you own the platform, you'll be a beneficiary of AI.

And I do think ServiceNow is well positioned, despite how difficult of a name it has been to own.

That's the right question.

Ed, I think that is why we think we may be ripe for a correction.

What will happen is we will turn our attention, the market's fickle, and then we'll start focusing on the Fed.

We'll go back to, is Hormuz open?

And there will be hand-wringing.

And I think that will drive the narrative because it's too early for the midterms.

So we are putting in place some protection for our clients.

And it may be money not well spent if the market continues to accelerate.

But it never does go straight up.

So I think you want to pay attention to Fed speak.

I hope there's less of it as we move forward from here.

I mean, that is a promise that Kevin Warsh made.

and let the Fed do their job, and they will also be on inflation watch, which I think is actually not the bigger problem that we face from an economic standpoint, but there are many who disagree with me on that.

And what about Iran?

Yeah.

I mean, I think I think that's problematic on so many levels.

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