People

Spencer Jacob

Mentioned in 2 analyzed podcast episodes across 2 shows

Episode Appearances

WSJ's Take On the Week

WSJ's Take On the Week · Jul 12, 2026

Are Corporate Earnings in a Bubble? This Quarter Is a Test

Wrote about accounting adjustments and circular valuation loops in unlisted AI companies inflating reported earnings

Corporate Earnings Bubble TheoryAI Infrastructure Investment ROISemiconductor Supply Chain Dynamics
View Analysis
The Journal.

The Journal. · Jun 15, 2026

The Great IPO Frenzy of 2026

Markets columnist providing expert analysis on IPO trends, valuations, and market concentration risks throughout episode

IPO Market Dynamics 2026AI Company ValuationsSpaceX IPO Performance
View Analysis