Taylor Nugent

speaker

7,962 appearances 80 recordings 1 series first heard Sep 2024 last heard 27 Aug

Taylor Nugent’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 — 36 in all, peaking in Nov 2025 with 5.

Appearances

newest first · ▶ plays the moment

NAB Morning Call · The chips are down (again) · 27 Jul 2026 podcast

So, you know, we'll it will be interesting to see how much she she chooses to reveal and have got that key CPI data coming up tomorrow, um, which is still still all to play for.

Thanks,

NAB Morning Call · Oil back to triple digits · 23 Jul 2026 podcast

Yeah, good good morning, Phil.

So yeah, those um not a great uh session for for equity markets generally.

And I think, you know, you said we wouldn't we wouldn't start on the war and we'll move on to that in a second.

But I think that broader context does kind of feed into just how high the bar is to clear for these earning results to keep some of the you know the positive momentum behind um a lot of this these kind of AI related stocks is as we roll through earnings season.

And as you say, kind of um Alphabet's results.

There at face value, you know, pretty decent earnings, but that capital spend forecast seems to be what has caught attention.

And they they rose that to as much as 205 billion this this year.

So, you know, a huge amount of spending pr um and the you know that um you know negative free cash flow story that that creates is is um in focus there.

We saw kind of you know similar, a little bit different themes from from Tesla.

They did um see profit.

Profits are below estimates despite strong revenues and again just that kind of free cash flow pressure um a feature there as well, which is down fourteen percent.

Yeah.

Yeah, for sure.

That's a big question.

Kind of, you know, there's these very elevated capital spending programs, and there's the open questions about what the ultimate return is from those.

And so, you know, not necessarily exactly the same story between that that Tesla and that alphabet uh underperformance.

Um, but yeah, certainly, you know, hints of the same sort of themes.

And I think, you know, this will continue to be tested.

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