Stephanie Roth

speaker

365 appearances 1 recordings 1 series first heard Jul 2026 last heard 15 Jul

Stephanie Roth’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.

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The Pomp Podcast · Chief Economist: Inflation Has Peaked — Here's What Happens To Bitcoin Next | Stephanie Roth · 15 Jul 2026 podcast

So it's the size in terms of, you know,

dollars being issued is larger than it has historically been.

But I think that's just a sign of companies staying private for longer, waiting for the right opportunity, and this year happened to be it.

Therefore, it has a different feel than the late 1990s.

It doesn't have that type of frenzy.

And therefore, it's probably not really a sign of anything other than these companies stayed private until the right time.

Now is a good time.

The macro backdrop is good for going public.

And at the same time, the AI dynamics continue to look better.

We're not worried about it being some sort of AI bubble, AI investment relative to GDP.

It's still only 2% historically, and nothing's perfect historically, but

In the past, you've had big investment bubbles when said investment bubble was about 4% of GDP.

So it's still relatively sort of small compared to the size of the economy.

Now, could we get there?

Of course.

There's certainly a possibility that there's malinvestment at some point in the next couple of years and that creates some sort of bubble and certain companies face some severe challenges.

But it doesn't appear like we're anywhere close to that right now.

Yeah, I think that's fair.

So now is a good time.

When you think about what are the dynamics for it being a good market to IPO in, it's a market where investor and business sentiment is good.

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