Sarah Frier

Heard in 2 episodes across 1 show since Sep 2026

Episodes

across 1 show

First heard

Sep 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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43 statements

on Nvidia circular financing dealsNeutralOct 1, 2026· Bloomberg Intelligence
Nvidia is the primary driver of circular AI financing deals.
“These types of circular financing deals are largely driven by Nvidia.”
Listen at 11:15
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on AI circular financing dealsNegativeOct 1, 2026· Bloomberg Intelligence
Circular financing makes markets question AI companies’ growth.
“that is something that gives the market pause when thinking about how these companies are growing”
Listen at 11:20
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on AI infrastructure spendingMixedOct 1, 2026· Bloomberg Intelligence
AI’s massive spending requires broad economic participation to be sustainable.
“you really need buy-in from the entire economy”
Listen at 12:12
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

2 episodes featuring Sarah Frier, newest first