Spencer Jakab
speaker
249 appearances
4 recordings
3 series
first heard Jan 2026
last heard 30 Jun
Spencer Jakab’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 — 4 in all, peaking in Jun 2026 with 2.
Appearances
Tesla kind of has an AI angle.
Apple kind of does.
NVIDIA very much does.
Microsoft, Amazon, Meta, Alphabet, Broadcom.
Those companies all have some kind of finger or many fingers in the AI pie.
And so...
It's never depended so much on, even in the tech bubble, you never had, you know, all the big companies really riding on one thing working.
let's look at any transformative technology in the past and look at what happened.
So any sort of mania or bubble starts generally with something real.
If you look at railroads, if you look at radio, if you look at the internet, all those things
Technologies that had a really transformative effect, they were real.
People got very excited about them.
There were companies in the stock market that were in those businesses.
If you look at the companies that got into it early, only one or two or maybe three really wound up making a lot of money when all was said and done.
Stock wealth has never been a higher share of Americans' net worth ever.
So it affects the way you think about your money and your future spending and your future self in the sense that, you know, you're making plans for the future.
You're like, well, I'm going to renovate the house, or I'm going to do this, or I'm going to do that, or I'm going to travel, or I'm going to retire a few years earlier.
That's not great because basically you can sort of be doing a conservative mom and pop kind of thing and just buying this index fund and kind of setting it and forgetting it.
And all of a sudden you have a not insubstantial exposure to these new untested loss making companies.
You know, it used to be much more kind of balanced.
Showing 181–200 of 249 · page 10 of 13
← Previous
Next →