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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
So it's already starting.
But as that promise gets, as that becomes realized, I think that's the opportunity, a broadening of company participants in the benefits of the technology and a broadening in the impact to the economy as well.
If you think about it, think about it as kind of the U.S.
is often going to leave.
The first round of the Mag 7 stuff and things that drove the market over the last couple of years was clearly U.S.
centric.
The broadening is to some extent being led a bit by the U.S.
And interestingly, the earnings haven't shown up yet.
Now, they look like the broadening is predicted almost across the board.
If you look at earnings estimates on Bloomberg or Faxit or wherever, there is anticipation of broadening.
But the price action broadened in the first half, but the earnings didn't yet, but it should be coming.
But if you're asking your question internationally, it's almost like they're catching up to where we were in the U.S.
last year and the year before.
Yeah, I said to a colleague the other day, what drives emerging market stocks?
And they said to me, commodity price is silly.
And I said, when's the last time you looked?
Because all the two dominant emerging market indices are 22% semiconductors.
Interesting.
Are you serious?
Yes.
Showing 161–180 of 220 · page 9 of 11
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