Robert Croak

speaker
6,616 appearances 39 recordings 1 series first heard Jun 2026 last heard 2d ago

Robert Croak’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
13 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 39 in all, peaking in Aug 2026 with 13.

Appearances

newest first · ▶ plays the moment
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
And even with all that noise, one trade made complete sense: cybersecurity. podcast-host
Austin's been talking about it forever and telling people where to go and how to invest in all this. podcast-host
And AI researchers are mostly worried about the technology's threat to cyber defense specifically and the market price that fear immediately. podcast-host
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