Tom Gardner

speaker

979 appearances 13 recordings 1 series first heard Oct 2025 last heard 16 Aug

Tom Gardner’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 13 in all, peaking in Jul 2026 with 4.

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Motley Fool Hidden Gems Investing · Mag 7, Markets, and Mailbag with CEO Tom Gardner · 30 Apr 2026 podcast

And my concern is what happens if the labor market begins to fall, because we obviously still have persistent inflation, a number of other gas prices on the rise with the conflict in Iran.

The question that I ask is, what happens to the consumer that is driving 70% of U.S.

GDP historically?

I think these confidence numbers out of the University of Michigan are pretty concerning.

Well, I think we always have to put things in the context of valuation.

So we have to remember in some areas where there are declines or flattening out, maybe the valuations have moved below

those realities, and now there's going to be a long-term opportunity to invest.

But I would say that what we're looking at today is an enterprise world, that the safest places to invest right now are in the CapEx boom, the AI infrastructure boom.

Valuations are rich, but demand is unlimited.

So I would be looking at the infrastructure build-out, B2B spending, enterprise-driven revenue,

I think when we start moving into the category of the consumer and how the consumer will spend, it's not just the layoffs that we see coming through from large tech, right?

So those are big headlines that we're all going to keep seeing because these companies are going to continue to remap their employment towards the automations that they're seeing.

They're the most advanced technological companies in human history.

And they're telling us, it's the canary in the coal mine.

They are letting us know automation works.

We're not going to need as many people

you know, on the payroll to complete massive amounts of work, right?

And so I think that is a headline signal that is causing the consumer to worry now downstream of the large tech companies.

And if you have friends that have worked in some of these companies, you know that they had salaries in the couple hundred thousand dollars and then they've exited out into the marketplace and they can't find comparable jobs at the same salary level.

So I think what we're gonna see is an increased caution

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