Michael Gapen

What Michael Gapen said

1. Prof G Markets · Oct 29, 2026

   Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech

   3 moments · 11 min

   4:37
   1. 23:40

      Gapen expects core inflation to stay above target into 2027

      “core is probably a reasonable measure of where underlying inflation trends are that'll probably be 3.1 percent year on year”

   2. 19:01

      The Fed is watching for energy costs to spread into other prices

      “So yes, gas prices go up and diesel goes up, but we want to prevent it from spilling over into other parts of the economy.”

   Also from this interview

   1. 31:21

      Microsoft's buyout plan could take headcount below pre-pandemic levels

      “If Microsoft actually eliminates 27% of its workforce, like they're suggesting, then their total headcount will actually be lower than what it was before the pandemic.”