Simeon Hyman
speaker
220 appearances
1 recordings
1 series
first heard Jul 2026
last heard 17 Jul
Simeon Hyman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And we have our wheel of values and innovation is one of them.
And we are always looking for opportunities that will solve things just a little bit better for investors.
The opportunity that I think is important is a broadening one.
So first, let's start with just the market as an example.
I think many folks would be surprised to hear that the biggest companies haven't been moving the market in 2026 for the first time in a few years.
So as an example, the equal weight S&P 500 and the equal weight NASDAQ
NASDAQ 100 have actually outperformed their market cap weighted siblings.
And the MAG 7 is flat.
So there's a broadening in the equity markets.
Now, a lot of times people will say, well, that's because markets are forward looking.
What are they possibly looking forward to?
And I would submit to answer your question.
It's a broadening in the economy.
And I think the big opportunity over the next several years is when we start to see the promise of the connectivity in the AI showing up in productivity, you know, just that little sliver, a half, half a percent of GDP would be massive.
And then also, of course, a broader set of companies that are starting to realize opportunity and efficiency that we all think is right around the corner.
And it's not really that far around the corner.
Just about everybody on this call has probably been sitting at work doing a little of their initial dabbling.
Wow, I just saved three hours.
How the heck did I do that?
And calling their spouse and saying, we can have dinner tonight.
Showing 141–160 of 220 · page 8 of 11
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