Spencer Jakab

speaker

229 appearances 3 recordings 1 series first heard Aug 2025 last heard 10 Sep

Spencer Jakab’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

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WSJ What’s News · The Buried $150 Billion Bet Inside the Top 20 U.S. Stocks · 2 Aug 2026 podcast

I mean strategists will be a little bit more cautious because they actually look at the – they think about – they're not missing the forest or the trees. matched

But individual analysts are looking at their little sector, their six or seven or ten companies that they're looking at. matched

And collectively, they're saying that this very rapid growth is not only going to – matched

accelerate towards the end of the year, but also continue next year and the year after that. matched

So you would basically have margins that record on top of record margins, which is probably highly unlikely. matched

There are reasons why corporate margins, you can't compare it to the 1990s or the 1960s or whatever. matched

Corporate America is different. matched

Different kinds of companies have different profit margins. matched

That's understood. matched

A retailer and an oil and gas company and a metal bashing company matched

And a software company and a company that makes chips with 80 percent gross margins, different kinds of businesses. matched

But within reason. matched

And you're not having renewed turnover in the market to the extent that like a whole new galactic space travel, whatever. matched

There are limits to these things. matched

And you're pretty close to the limits. matched

So those extrapolations are – I can confidently say they're unrealistic. matched

And Caitlin, if I were to take a, because it's like more like micro cap almost, right? matched

The typical size of a company that's in one of those portfolios. matched

And I applied a little bit of leverage to it, then my results would be a bit different, right? matched

I mean, sometimes I'd lose, but if I just, you know, had some margin or had some whatever, which is kind of what these guys are doing, they're gearing up these companies. matched

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