Ozan Tarman

speaker

716 appearances 2 recordings 1 series first heard Apr 2025 last heard Sep 2025

Ozan Tarman’s voice in public audio — every appearance, attributed to the second.

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US away from a recession.

All that chip story, all that Capex spending, if it wasn't for that, maybe we could either question or be in a recession.

Agreed.

And also uh others are uh joining him.

Uh again I'm hearing from my dear uh France clients this very morning.

Bain claims unless uh revenues quickly catch up with all this uh AI Capex spent, we may be in big trouble.

All of this will burst by two thousand thirty and will go into recession before that now.

We can say a lot can happen before 2030, but warning signs are there.

Last night's uh big headlines.

The reason why again Nasdaq close on the highs.

Nimidia investing into OpenAI.

That also becomes almost circular.

I mean this is not Tangin Chi Gita.

Oracle invests in OpenAI.

OpenAI invests in uh Nibidia, back and forth, back and forth.

Is this a closed circle?

I hear all the skepticism.

also mainly coming from those who haven't caught this big rally since uh

Right before right before Powell's speech, right before Trump's speech.

Excellent question.

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