Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 6d ago

Telis Demos’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 — 8 in all, peaking in Aug 2026 with 4.

Appearances

newest first · ▶ plays the moment

WSJ's Take On the Week · How AI Spending Is Fueling the Economy Overall · 9 Aug 2026 podcast

Osung, you've been writing about that and the impact it will have specifically for consumer companies. voice-verified

So why don't you catch us up? voice-verified

Like what are we expecting voice-verified

As we get into the earnings reports for a lot of consumer companies, what are we expecting on that tariff refund front? voice-verified

Though a lot of consumer companies were have also been talking about how the consumer felt like they were struggling, right? voice-verified

It seemed like they were saying that their customers were not doing great, that they were having trouble passing along price increases. voice-verified

I mean, they were getting squeezed by the fact that their costs were going up, but consumers would only bear so much in the form of price inflation. voice-verified

So voice-verified

What do you think this means about the consumer? voice-verified

Do d do you think companies will say that, well, the consumer's doing okay enough that that we feel like we don't have to pr pass these cost savings on just to keep our sales up? voice-verified

Is this maybe kind of a voice-verified

A way of saying like the consumer's doing okay. voice-verified

So we're gonna pocket this money and invest it in our business. voice-verified

So you've got this sector now at equal weight, you said, meaning you should just kind of hold it in proportion to what it is in the market, not more or less. voice-verified

Yep. voice-verified

What could be a tailwind for these consumer staples companies? voice-verified

And we're talking about companies like Walmart, Costco, um, PNG, Coca-Cola. voice-verified

What could be a reason to start to kind of overweight those companies in the near future? voice-verified

Do you see a catalyst for any of those stocks? voice-verified

But I'll I'll say most of that rotation was driven by more technical reasons. voice-verified

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