Nancy Tengler
speaker
87 appearances
5 recordings
2 series
first heard Jan 2026
last heard 5d ago
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 — 5 in all, peaking in Jun 2026 with 3.
Appearances
You know I've hung my hat on productivity growth.
We got it again last quarter at 4.9%, which was above GDP at 4.3%.
So we are seeing improvements in productivity, which will allow a sort of tepid job market to still be, I think, a disinflationary force, but also will not put further stress on the consumer.
Remember, too, nobody's talking about the fact that new job applications, new business, sorry,
applications have skyrocketed.
So if I'm a coder that's now out of business and I start a company, that has exponential value.
It's different than when we gutted the industrial belt of the Midwest.
So I'm really optimistic on what these gadgets and the announcement from Apple with Google, I think that's super important.
It validates Google as the leader.
Google's one of our 12 best ideas.
So
We've owned it for a long time.
We added it to our value portfolio in August of 2024.
It was a value stock, if you remember, and now it's probably the leader in AI.
Oh, thanks for bringing that up, Caroline.
So Walmart's been a winner so far.
AMD is another one of our members.
CrowdStrike, we think is an AI tailwinds are going to drive growth in that company, even with and the signal acquisition was important.
Tesla's in that group.
Oh, brother.
Showing 61–80 of 87 · page 4 of 5
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