Osung Kwon

speaker

269 appearances 1 recordings 1 series first heard Aug 2026 last heard 9 Aug

Osung Kwon’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 — 1 in all, peaking in Aug 2026 with 1.

Appearances

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WSJ's Take On the Week · How AI Spending Is Fueling the Economy Overall · 9 Aug 2026 podcast

And the sort of the counter argument of the refunds being beneficial is it's it's a one time

I mean

And there is a little bit of relief on the consumer front too.

So heading into this year, the the big positive for the consumer that a lot of people in the market was talking about was the one big bit of a bill.

So we estimate about eight hundred dollars more per person versus the year before, which is pretty pretty significant.

Yeah.

The issue is because of higher oil prices, we estimate that by around September, so like next month and basically right now, the consumer will run out of that money.

Yeah.

But that was assuming a hundred dollar oil.

And you know, oil prices have come down at least a little bit.

So that's a that's a nice tailwind to the overall consumer as well.

Yeah.

So staples have actually done pretty well over the past month and they actually benefited from this rotation that we are seeing in the market.

So it was in July, it was basically sell everything that ripped in the first half of the year.

Everything AI.

And and buy everything that underperformed in the first half of the year.

Trevor Burrus, Jr.: Well, do you th is that right though?

I think there was a little bit of yeah, these companies are doing better than the Trevor Burrus.

Okay.

So the way I describe it is in April and May, I think AI stocks probably overshot to the upside.

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