Robert Croak

speaker

6,439 appearances 38 recordings 1 series first heard Jun 2026 last heard yesterday

Robert Croak’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 — 38 in all, peaking in Aug 2026 with 13.

Appearances

newest first · ▶ plays the moment

Rich Habits Podcast · AI Safety Fears, Fed Rate Hikes, & Airbnb's $250M Housing Fund · 18 Sep 2026 podcast

So for your portfolio, that's a signal to stop betting on rate cuts anytime soon. podcast-host

Markets are now pricing nearly even odds of another hike. podcast-host

or a hold in October, not a cut. podcast-host

So rate sensitive names, anything carrying heavy debt, gross stocks trading on future earnings, real estate are the ones that keep absorbing the pressure the longest and what you should be looking out for. podcast-host

Yeah, Austin, great takeaway. podcast-host

We always say don't fight the Fed. podcast-host

And I'm actually kind of excited and glad that Walsh held his ground and showed that the Fed can do their job correctly, even though it was against internal pressure from Trump. podcast-host

So we'll hold on to our hats, see what happens. podcast-host

But I'm excited for the future of the markets. podcast-host

And we've seen already as we film this that we're pretty stable right now. podcast-host

Altman posted on X that the pace of progress could go very badly and that humans could lose control of the future of AI, adding no amount of American competitive pressure should justify recklessness. podcast-host

And this didn't come out of nowhere. podcast-host

And we all saw Jacob Coxon, a researcher who recently left Anthropic, said he was quitting the industry entirely over fears that labor racing to build podcast-host

systems that won't be able to be controlled. podcast-host

I didn't really like that one. podcast-host

I felt it was a concerted effort to really sabotage AI growth and just throw a wrench in all of the cool things that are happening, but we'll keep an eye on that. podcast-host

I'd love to know who pulled that lever and said, all right, guys, we're going to put the brakes on everything a little bit here, and we need your help. podcast-host

But Wall Street's take was simple. podcast-host

Even if AI investment slows, Microsoft and its peers stay wildly profitable why suppliers like Micron and Intel need new orders just to keep their growth story alive. podcast-host

Yeah, I remain bullish. podcast-host

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