telecom sector

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 2, 2026 by Jonathan Lewinsohn · across every show →

Everything said about telecom sector, oldest first

Feb 2, 2026 positive

Disclosure

Lewinsohn: Telecom has been Diameter's most active and profitable microcycle since COVID

“We've seen that telecom has been the microcycle that we've prosecuted the most since COVID, that's been incredibly profitable, and with limited bankruptcies.”

Jonathan Lewinsohn Feb 2, 2026 ▶ 36:56 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)

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telecom sector

Everything said about telecom sector, oldest first

Turn any episode into a week of clips.