country

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 23, 2018 by Michael Cembalest · across every show →

Everything said about country, oldest first

Apr 23, 2018 bearish
Prediction Didn’t hold up
U.S. entitlement to discretionary spending ratio will hit 5:1 within a decade
“Because in 1970, the country spent the same amount on entitlement spending As it did on all of the rest of the non-entitlement discretionary spending. And so that one to one ratio became one and a half to one, then two to one. And now it's three to one, and it…”
Michael Cembalest Apr 23, 2018 ▶ 49:15 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Feb 2, 2026 bullish
Assertion Supported
Lewinsohn: Fixed wireless drove 150% of US broadband growth last year
“It was a 150% of the growth last year in broadband across the country.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 41:21 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
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