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.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
And MicroStrategy, the tech company that owns a lot of Bitcoin, they were up more than a third so far this month, the last time I looked at it.
So yes, those are memes too.
They've clearly got the stage.
The question is, what are they going to want from it?
I'm going to be watching that very closely.
Gunjan, we just relaunched the show.
We can't just keep promising people episodes about stuff.
We're still getting the hang of it.
Yes, we certainly do.
Well, we flagged Target and Walmart's earnings.
And here's why I think they'll be interesting for a couple of reasons.
One is I think people will be listening to those calls like they have started to listen to many calls for any comments about the impact of tariffs.
Tariffs are
Will impact the supply chains potentially for people who sell you stuff in stores?
Will they make any comments about their margins or pricing?
Target and Walmart have both been lowering prices on a lot of stuff lately.
So one way the inflation story could continue to be part of the conversation is if tariffs start to bleed into the prices of things that you might buy at a Walmart or a Target.
Well, you're not alone in that.
And if you look at indicators and things generally related to people doing that, like really big time travel, luxury spending, some of those things have been slowing, right?
We've been looking at American Express's results and their spending volume growth has slowed a little bit.
Showing 121–140 of 656 · page 7 of 33
← Previous
Next →