Tom Keene
👤 SpeakerAppearances Over Time
Podcast Appearances
I don't know how to look up that.
Help me, Paul.
Where are we on that?
We're looking at no rate cut right now.
Nothing.
We should mention worldwide, it was Hyman Lazar.
It was like a thing.
You know, it was like Red Sox pitching.
There were two pitchers.
And then you go on to Ed Yardeni.
Does Nancy Lazar believe in Yardeni's bond vigilantes?
Is this a market that's going to tell the president what to do?
Are you concerned about the way that the MAG7, the data centers and all are doing to CapEx?
Or can they just do it like we learned in school, take it out of a bond investment?
Instead of using all cash, go to the bond market, get cash, and build this out.
Have you ever been pessimistic?
I just thought my answer was no.
Nancy Lazar, thank you, thank you, thank you so much for coming in this morning.
I just can't say enough about her effort, folks.
She's a piper, Sandler.