Episode Appearances
Bloomberg Surveillance · Jul 28, 2026
Bloomberg Surveillance TV: July 28th, 2026
“Analyzed semiconductor sector technicals and hyperscaler capex dynamics, explaining leverage unwinding and margin compression”
Semiconductor Profit Cycle and Margin CompressionHyperscaler Capital Expenditure EfficiencyAI Model Competition: Closed vs Open-Source
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Bloomberg Intelligence · Jul 10, 2026
Bloomberg Money: SK hynix, Federal Reserve Trust, Prenups
“Discusses portfolio allocation strategy, rebalancing approaches, and personalized wealth management for high-net-worth individuals”
SK Hynix U.S. market debut and ADR listing strategyHigh-bandwidth memory (HBM) market share and AI data center demandFederal Reserve inflation measurement methodology and credibility
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The Compound and Friends · Apr 24, 2026
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
“Thought leader on investment strategy; contributed to summer stock recommendations”
Software sector earnings misses and margin compressionSemiconductor valuation and earnings estimate revisionsAI productivity impact on enterprise profitability
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