Episode Appearances
Bloomberg Surveillance · Jul 10, 2026
Bloomberg Surveillance TV: July 10th, 2026
“Provided semiconductor sector analysis; discussed AI capex spending sustainability and memory chip cycles”
AI Capital Expenditure SustainabilitySemiconductor Valuation and Timing RiskMemory Chip Supply-Demand Cycles
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Marketplace · Feb 24, 2026
"We're trying to control what we can control": A Fed president reflects
“Analyst at Seaport Research; warned about circular financing patterns emerging in AI infrastructure deals”
Federal Reserve monetary policy and interest rate decisionsTariff policy impacts on business investment and consumer spendingArtificial intelligence labor market disruption and productivity effects
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Marketplace All-in-One · Feb 24, 2026
"We're trying to control what we can control": A Fed president reflects
“Analyst at Seaport Research warning about circular financing patterns emerging in AI investment ecosystem”
Federal Reserve monetary policy and interest rate decisionsTariff policy and trade uncertainty under Trump administrationAI and automation impact on labor markets and productivity
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