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.

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recordings per month · last 12 months

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

Appearances

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Money Rehab with Nicole Lapin · Hightower's Chief Investment Strategist on the Case to Buy SpaceX, the AI "Food Chain," and Whether It's Too Late to Buy NVIDIA · 6 Jul 2026 podcast

So I just feel like I'm a conservative investor myself personally with my husband.

And I just think leverage is just, it's to me fine if you want to have a little piece of it in your portfolio and have fun with it.

But

Please don't make it the majority of your portfolio.

I just don't think it's really investing.

What are you buying?

So I am a big thematic investor.

So the way I think of it in my portfolio is I love to talk big picture.

I could talk with you all day long, Nicole, on the big picture.

I'll bore you to tears.

No, never.

But bore your audience to tears.

But I think big picture because I just like to know what's happening in the world, the global markets, what's happening with inflation, with growth, with the Fed, all that stuff.

And then I think about themes.

and where I want to invest for the long term.

So I think about themes that have like a total addressable market.

That's what they call TAM.

TAM.

Sam and TAM.

I know.

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