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

It sounds like you're saying the market is in a a better sort of equilibrium or balance right now, right? voice-verified

Some of the voice-verified

uh air has come out of the I don't know, call it a bubble. voice-verified

Some s it's deflated somewhat in AI and some of that went into these consumer staples companies. voice-verified

So where does that leave the market now? voice-verified

Now that we're voice-verified

a little bit better balanced. voice-verified

Are we seeing more dispersion within that trade though? voice-verified

I was reading um our colleague at Heard on the Street, Asa Fitch was writing about how the market seems to be voice-verified

A little more discerning now about even within hyperscalers, the models that they like, right? voice-verified

Microsoft is like a model that it seems people are liking better. voice-verified

You have this clear way to monetize AI through its cloud business. voice-verified

So do you think we'll see maybe I I don't know how that would translate, less dispersion or something where you have a a handful of stocks that are doing really well and then maybe some of the previous high flyers don't get back there? voice-verified

That's really interesting. voice-verified

And I wanna talk more about that. voice-verified

Uh when we come back from a break, we're gonna have more with Osun Kwan of Wells Fargo. voice-verified

All right, welcome back. voice-verified

So I want to go back to your point about leverage because I think that's really interesting. voice-verified

So we saw, of course, recently uh a big hedge fund that was voice-verified

Probably the most famous hedge fund trading all these AI names, making tons and tons of money, gobs of money. voice-verified

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