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

than the average IG issuer. voice-verified

IG meaning investment grade. voice-verified

So you think that the you think that in the same way that the market kind of maybe oversold the bear case on AI stocks, you think some of that is happening in credit. voice-verified

In credit. voice-verified

So just to tie it all back together, we started off the conversation talking about how tariffs are going to be a boost to consumer staples earnings. voice-verified

We've talked a bunch on this show about whether or not we're in a bit of an earnings bubble, whether either it's because of a mismatch between we're doing this capital expenditure but it's not showing up as an expense yet, uh whether it's tariffs kind of being a one-time benefit. voice-verified

And and and you said that that more so even than what happens with rates, that what happens in the market will really hinge on earnings growth. voice-verified

Is there a risk that we've voice-verified

Overdone it a little bit on earnings growth and we're gonna see weaker earnings growth next year. voice-verified

Could that be a reason to be worried about the market? voice-verified

Mm-hmm. voice-verified

Well, Osung, this has been a fantastic conversation. voice-verified

We've gone all over the place, but I think we brought it brought it home. voice-verified

I think this is great. voice-verified

And that's everything you need to know to take on your week. voice-verified

This show is produced by Alexis Moore, Michael Lavelle, and Pierre Bianca May, with production support from Anthony Bancy. voice-verified

Michael Lavelle is our sound designer. voice-verified

He also wrote our theme music. voice-verified

Aisha Al-Muzlim is our development producer, and Chris Zinsley is our deputy editor. voice-verified

For even more, head to WSJ.com. voice-verified

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