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 months

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

Appearances

newest first · ▶ plays the moment

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

But, you know, we're getting all the peace talk, but we haven't seen a lot of progress.

So I think for most investors, the question is, when does when do the Straits of Hormuz open?

When that happens, then I think you'll see a melt up.

But until then, you'll see a lot of hand wringing.

And that, you know, that is what markets do.

And that is what the algos and the hedge funds do.

exacerbate in the near term.

So volatility, remember, friend of long-term investor, use it to your advantage because earnings growth has been amazing.

We've also seen guidance raised.

We've been steadfast in the tech trade for the last three years while many wrote it off.

So we're pretty happy with the way our portfolios have performed as a result of

Bloomberg Tech · GameStop’s $56 Billion Bid for eBay · 4 May 2026 podcast

I think so, Caroline.

Thanks so much for having me.

I do think so.

If you just think about what is driving margins on the S&P companies, it is either the technology companies themselves or the use of technology by old economy companies.

One of the noteworthy earnings comments came from L3 Harris, where they said, revenue per employee has increased.

This is CEO.

by almost 25% over the last couple

years.

So if you can produce more with less, then that is what we call productivity and that will continue to drive stock prices higher as we've seen in increasing earnings estimate revisions up.

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