
Jon Turek
1
APPEARANCES
1
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
Aug 28, 2026
Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
15:39
15:47
15:56
16:06

Jon TurekGUEST
I would define my optimism, my technology in- information or ability to predict technologies is much weaker than yours.

Jon TurekGUEST
But to me, the way I've kind of looked at it from, uh, sort of a thematic perspective is I think you have to treat this as the tails in both parts of the distribution have gone up.

Jon TurekGUEST
And I think the way that I've kind of thought about it is, you know, you've introduced this incredible amount of not only spend, but now we're gonna have financing into the economy.

Jon TurekGUEST
As we've seen, it's very asymmetric in terms of earnings growth because the way-- just from an accounting perspective, you know, it's immediately booked as profit and revenue for someone.
