Stacy Rasgon

Person

Heard in 1 episode across 1 show since Oct 2026

Episodes

across 1 show

First heard

Oct 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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45 statements

on semiconductorsPositiveOct 8, 2026· Monetary Matters with Jack Farley
Semiconductors probably are not approaching an earnings cycle peak yet
“at least at this point, from an earnings standpoint, we probably aren't”
Listen at 1:38
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon
on Semiconductor fundamentalsPositiveOct 8, 2026· Monetary Matters with Jack Farley
Semiconductor fundamentals are currently improving
“fundamentals still look like they're getting better, not worse”
Listen at 2:14
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon
on Semiconductor cycle peakPositiveOct 8, 2026· Monetary Matters with Jack Farley
The semiconductor cycle peak is unlikely this year through 2029
“it's not this year. It's not that next year. Doesn't look like it's 28, 29.”
Listen at 3:45
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon

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.

1 episode featuring Stacy Rasgon, newest first