Stephanie Link
speaker
1,013 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Stephanie Link’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
I truly believe we are seeing things that we've never seen before and it's going to change our lives.
We care because if the economy is growing 3%, earnings can grow 20 to 25%, which I've been doing this a long time.
I know you have too.
I've never seen 25% earnings growth like we saw last quarter.
And we're on pace to do another 20% for the full year.
What opportunities she's seeing right now.
We're in the third inning of AI revolution.
We're in the second inning of cybersecurity.
We're in the first inning in robotics.
It has been a wild year.
If I had told you in the beginning of the year that we would have had Venezuela, we would have had SCOTUS overturning the tariffs, we would have had AI and the software –
And now this war that we still have going on, going on, not really going, we're not sure.
If I were to tell you that, I would have thought that the market would be down double digits.
But in fact, the markets are up about 8% and the Nasdaq's up about 11%.
year to date and why is that it's because the economy has an enormous amount of momentum behind it there's a lot of tailwinds and i have been bullish on the economy for the last couple of years and i was thinking we could grow maybe two two and a half percent this year we're on track on pace to grow three and a half percent give or take but that is much more that is much stronger than even i thought
And a lot of that has a lot to do with two things.
The consumer is consuming, even though the press would have you believe otherwise.
And we have this AI revolution.
And we can get into all the details, but that is...
the main reasons why we have so much in terms of the tailwinds to the economy.
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