Telis Demos

speaker
656 appearances 10 recordings 1 series first heard Jun 2018 last heard Dec 2024

Telis Demos’s voice in public audio — every appearance, attributed to the second.

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So if chips are the picks and shovels of AI, then these are the pick and shovel makers for the pick and shovel makers.
I like that.
Well, Dom, you've given us a lot more than seven names to think about when it comes to AI.
Thanks so much for joining us.
Thanks for the time, guys.
Dom manages a fund that includes holdings of AMD, AppLovin, HubSpot, ServiceNow, Synopsys, Cadence, and many other technology companies.
Well, and that's everything you need to know for Sunday, November 17th.
The show is produced by Trina Menino, Jess Jupiter, and Jessica Fenton.
Michael LaValle and Jessica Fenton are our sound designers, and Michael also wrote our theme music.
For even more, head to WSJ.com.
I'm Telus Demos.
And I'm Talas Demos. matched
Each week, we'll give you a leg up on the world of money and investing. matched
We deliver straightforward analysis. matched
Without the jargon. matched
We'll see if like the next season of industry takes place at like a private credit firm. matched
From breaking down the big trades to speaking with key players and talking about what's important for investors in the news ahead, we'll get you set up with everything you need to know in the world of markets and money. matched
Mortgage rates have a few things kind of priced into them. voice-verified
And people kind of got really nervous at the beginning of last week about the economy and about the market. voice-verified
That ebbed over the course of the week. voice-verified
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