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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
CEO confidence is high.
You have lower volatility, higher valuations.
All those things are true this year, which last year there was just a lot more volatility.
Tariffs were impacting markets and there was just kind of a lot more going on.
This year, the focus is much more on how much is AI growing?
The strength in the consumer, the strength in markets has been, you know, pretty astounding.
Therefore, it's a much better year for that.
So it's been just a couple of years, you're right, after some sort of volatility post-COVID, now companies are in a better position to actually, you know, finally go public.
And, you know, it's a good time to do so.
It doesn't necessarily mean we're...
at the peak of some sort of bubble that may very well happen, but it doesn't appear like now is the time.
Yeah.
So, I mean, it's been a sort of a volatile trend for the debasement trade.
You know, at one point it was the, the, the Fed is going to not be independent and, and,
Gold and Bitcoin are the safe haven assets for that trade.
That probably went over, probably over the top, especially once we learned that Trump picked a very credible Fed candidate.
Warsh is somebody where there's very little concern about him being politicized to some extent.
He has a long history at the Fed.
He's known to at least historically been more hawkish.
So
Showing 301–320 of 365 · page 16 of 19
← Previous
Next →