Stephanie Aliaga

speaker

71 appearances 2 recordings 1 series first heard Jun 2026 last heard 21 Jul

Stephanie Aliaga’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

Appearances

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Bloomberg Tech · Anthropic Disables AI Access for Foreign Nationals · 15 Jun 2026 podcast

I think that points to the need for selectivity. voice-verified

Not all that glitters is gold. voice-verified

These companies do vary in their financials. voice-verified

We think at large, the fundamentals of this market and of the companies spending the most and raising issuance in various markets is still robust, but you want to make sure in your portfolios that you have some proper diversification, just given that the leverage and the economics around this AI wave are definitely beginning to diverge. voice-verified

Yeah, well, we think that that theme is still very much alive and well. voice-verified

I mean, you are going to get likely some big high-profile AI names, but the IPO markets are still going to be very selective. voice-verified

And a lot of the companies building in this AI race, whether it is robotics or even semis, but also particularly the application layer and building AI for healthcare, AI for logistics, all of those companies are in private markets right now. voice-verified

And of course, not all that glitters is gold. voice-verified

I mean, market returns there can be quite volatile too. voice-verified

But when these companies eventually reach public markets, a lot of that growth has already happened. voice-verified

And that is a reason for investors to make sure they're looking beyond just public markets in their portfolios. voice-verified

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