Telis Demos
speaker
290 appearances
5 recordings
1 series
first heard Aug 2025
last heard 2 Aug
Telis Demos’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.
Appearances
If you talk to somebody at a big bank, you'll hear again and again, our consumer looks pretty good.
If you listen to the earnings call of...
A retailer or a discounter or a restaurant, you might hear very different things.
People are trading down.
They're not eating out as much.
They're still spending at the same level, but they're doing it less often.
You hear a lot of conflicting stories.
And so how do you square all these different stories, right?
Are they just telling different stories about different groups of people?
Maybe we're just all looking at different pieces of data, right?
And I suspect...
that there is sometimes pieces missing because there are certain kinds of lending where you don't see how people are doing.
You don't see how much debt they might have, or at least we can't see it in the places we normally look.
I think there's definitely a risk for investors because you might think that, oh, okay, I own shares of consumer companies.
I think they're going to do pretty well in 2026.
Well, that might not be the case if it turns out that a big segment of their customers are struggling and aren't able to spend as much.
I think that there's a risk for policymakers.
The Federal Reserve has to make decisions about how the economy is doing, about whether it wants to cut rates or not.
If they don't really have the right handle on how consumers are doing –
they might make the wrong decision.
Showing 141–160 of 290 · page 8 of 15
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