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Liz Hoffman

Business & Finance Editor, Semafor

Search every verified Liz Hoffman interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Liz Hoffman, business and finance editor at Semafor, recently appeared on two podcasts to discuss financial markets and industry trends. On the October 13 episode of Property Markets, she discussed Nvidia's role in the AI boom, comparing the company's interconnectedness to that of AIG before its collapse and suggesting that Nvidia has become "too big to fail," arguing that the government would likely step in to save it if it faced trouble. She also noted uncertainty about the timeline for AI's economic impact while acknowledging the technology's potential to "rewire the economy." On the October 8 episode of Compound Interest, Hoffman interviewed the co-CEOs of Blue Owl, a private credit firm, about investor concerns over the sector. During the conversation, she described a "slow-moving run on a very big bank" in private credit, while the executives discussed a disconnect between market perceptions and the asset class's actual performance. Hoffman also co-hosted the episode, which focused on whether investor jitters about private credit were overblown and the firm's future plans involving AI.

Recent appearances

  • Nvidia Is Bankrolling The AI Boom — What Could Go Wrong?

    October 13, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Liz Hoffman to break down Nvidia’s AI holding company strategy and why she thinks it has become too essential to fail. Then, James Taylor joins to unpack why he thinks this will be the most important earnings season of the year. Finally, Ed shares his take on President Trump’s deal with Putin. Liz Hoffman is the Business editor at Semafor. James Taylor is the Managing Director of Investments at The Taylor Group of Wells Fargo Advisors. Timestamps 00:00 - Intro 00:20 - Market Vitals 01:08 - Is Nvidia Too Big to Fail? (ft. Liz Hoffman) 10:27 - Ad Break 12:03 - Bank Earni…

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  • Blue Owl Wants You To Know Private Credit Is Doing Just Fine | Compound Interest

    October 08, 2026 · 📺 Semafor

    Investors have been freaked out about private credit — what is it, why do I own it, and will it blow up? Liz and Rohan sit down with the co-CEOs of Blue Owl, the face of private credit’s rise over the past decade, and the face of its troubles over the past year, to talk about whether investor jitters are overblown and where the firm goes from here (AI, obviously). Sign up to get the Semafor Business briefing in your inbox. This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon's vast s…

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  • Is Walmart Backing America’s Next Financial Super-App? | Compound Interest

    July 21, 2026 · 📺 Semafor

    America’s biggest retailer is quietly getting into banking. After trying and failing to crack financial services a few times, is back at it with OnePay, which has 7 million customers, $50 billion in annual payment flow — and virtually zero in acquisition costs. Piggybacking on Walmart’s 1.5 million employees and 150 million customers, it thinks it can succeed where other fintechs have floundered. Liz and Rohan talk to CEO Omer Ismail to find out whether the big box titan can really compete with the big banks. Sign up to get Semafor Business in your inbox: https://www.semafor.com/newsletters/b…

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  • What Happens To Baby Lawyers When AI Does Their Jobs? | Compound Interest

    July 14, 2026 · 📺 Semafor

    Big law firms have run the same playbook for 50 years: hire armies of young lawyers, bill their hours at steep rates, and funnel the money up to the partners. AI is about to upend that model. It can already do much of the grunt work that associates cut their teeth on and is coming for the sacred cow of Big Law — the billable hour. This week on Compound Interest, Liz and Rohan sit down with Rachel Proffitt, partner and CEO of the Silicon Valley-based Cooley, to talk about what the rainmakers of the future look like, the rise of AI-native law firms, and the paranoia sweeping the industry. Sign…

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  • Semafor’s Liz Hoffman on What CEOs are Saying About Economy at Semafor Summit

    May 05, 2026 · 📺 New York Stock Exchange

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  • David Gross Speaks with Liz Hoffman at Semafor World Economy 2026

    April 28, 2026 · 📺 Bain Capital

    At Semafor World Economy 2026 in Washington, DC, David Gross joined Liz Hoffman to discuss how Bain Capital is approaching today’s evolving market environment, with an emphasis on private equity, private credit, and asset-based finance. The conversation also touched on the firm’s expansion into Abu Dhabi as part of its broader effort to strengthen its global footprint and engagement in the Middle East.

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  • Orlando Bravo & Liz Hoffman at Semafor World Economy

    April 28, 2026 · 📺 Thoma Bravo

    At ‪@Semafor‬ World Economy, Orlando Bravo sat down with Liz Hoffman to discuss where software investing stands today. His focus: category leaders, strong management and real AI momentum.

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  • Why Oura’s CEO Is Embracing Washington Regulation

    April 07, 2026 · 📺 Semafor

    Oura, whose rings are the favored accessory of finance bros and Silicon Valley longevity-maxxers, is doing something unusual in tech: Running toward a heavily regulated market. CEO Tom Hale explains why the company’s future in the clinical world, plus what he thinks wins the wearables war and what it’s like doing business with the Pentagon right now. Sign up to get Semafor Business in your inbox: https://www.semafor.com/newsletters/b... This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Am…

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  • We're Back! $1B GLP-1 Lessons. AI Funding Debates. China's 2030 Master Plan.

    April 06, 2026 · 📺 TBPN

    00:07:08 $1B GLP-1 Lessons 00:31:37 China's Pork Problem 00:35:19 America's Best New Weapon 00:43:39 Inside OpenAI & Anthropic's Finances 00:49:28 The New AI Careers 00:57:33 China in the AI Talent Race 01:01:13 China's 2030 Master Plan 01:10:53 𝕏 Timeline Reactions 01:20:21 Sam Broner, co-founder of The Better Money Company, discusses raising $10 million to build a stablecoin clearinghouse aimed at facilitating seamless payments between different stablecoins. He explains that, similar to traditional clearinghouses connecting financial institutions, their platform will enable payments companie…

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  • Big Tech Is Now Advising the White House — What Could Go Wrong? | Prof G Markets

    March 31, 2026 · 📺 Prof G Markets

    Subscribe to the Prof G Markets Youtube Channel at    / @profgmarkets  . New episodes start dropping April 6th! Ed Elson speaks with Liz Hoffman about President Trump’s new technology council and what it signals about the administration’s AI policy. Then Jon McNeill joins the show to discuss SpaceX’s IPO and what the future could look like for Elon Musk’s empire. Finally, Ed gives an update on the economic impact of the Iran War and breaks down why it’s important to keep track of its costs. Liz Hoffman is Semafor’s Business & Finance Editor and Host of Compound Interest. Jon McNeill is the…

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  • Why the Pentagon Is Hiring Wall Street Bankers | Prof G Markets

    March 17, 2026 · 📺 Prof G Markets

    Ed Elson speaks with Liz Hoffman about the Defense Department’s new economic defense unit. Then he is joined by Miriam Gottfried to discuss the $10 billion fee the Trump administration received for brokering the TikTok deal. Finally, Ed shares his reflections on his time at SXSW. Miriam Gottfried is a reporter at The Wall Street Journal. Liz Hoffman is Semafor’s Business and Finance Editor, and host of Compound Interest. Timestamps 00:00 - Today's Number 00:20 - Market Vitals 00:43 - Pentagon Recruiting Bankers (ft. Liz Hoffman) 13:42 - Ad Break 14:57 - TikTok Deal (ft. Miriam Gottfried) 20:…

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  • The Investor Behind a16z’s America First Push On Dealing With the Pentagon ‘Where Bits Meet Atoms’

    March 17, 2026 · 📺 Semafor

    David Ulevitch leads Andreessen Horowitz’s American Dynamism fund, a $1.776 billion pot dedicated to defense, energy, public safety, and other national priorities. We talked about whether those industries deserve their conservative coding, why venture capital — with its roots in capital-light code — has a right to win in heavy industry, and why he doesn’t want the “moral liability” of deciding how the Pentagon uses the weapons Silicon Valley is building. Sign up⁠ to get Semafor Business in your inbox: https://www.semafor.com/newsletters/b... Compound Interest from Semafor Business is suppor…

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Verified interview transcripts

Notable quotes

“I don't have a point of view on when I think this is incredible technology and it's clearly going to rewire the economy in lots of interesting and mostly positive ways. It's my view. I have no idea when that's going to happen, but you got to think there's investment horizons that are shorter than eternity. And so, I think it's helpful to say, okay, well, like, how could this go sideways, right? And it's worth remembe”

“I'm not just asking it. I am answering it. I think the answer is clearly yes. You went through all the numbers there and we can poke at each of them and why they are both enormous and probably bigger sort of emotionally than they even look on paper. But to me, the simplest way to decide if a company is too big to fail is to ask, would the government step in to save it if it were in trouble? And I do not think the gov”

“Whenever this much capital moves this quickly um and valuations move this abruptly, I think it's awfully safe to conclude there'll be some mistakes. That that's a truism. There's never been an example, I don't think, where that hasn't ultimately proven true. So then it becomes like, well, what's the mistake? Is is the mistake the direction of travel or is the mistake the the valuation? You know, kind of who's the win”

“I think there's a really big disconnect between what's actually happening in private credit versus what the market thinks. So, perception versus reality. And you know before we jumped on, Mark and I were talking about this because the asset class is doing really well and can and by the way we're looking out the next 18 months and we think we're going to put up fantastic results. So we kind of were asking ourselves wh”

“I think there are a couple of different competitive modes, Liz, that we are very focused on that we believe give us a right to win. The first is access to distribution. We have the ability to acquire customers at zero cost through the Walmart ecosystem. And by the way, it's not just distribution that's a competitive mode. It's also the ability to use data with the customer's permission to be able to offer them produc”

“One is a financial services super app and our ambition is to help customers manage their money holistically. We want to help them with access to digital banking. We want to help them build their credit. We want to help them get access to credit. And we're building out a whole suite of financial products so that they can get everything that they want to do with their money in a one-stop shop. The original story of One”

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