What podcasts say about Aahan Menon

Every statement, with the speaker, the exact quote and the moment it was said.

What Aahan Menon has said on podcasts

5 statements · 2 positive · 2 negative · 1 mixed

on Federal Reserve tightening cycleNegativeNov 5, 2026· Excess Returns
The Fed may need a full tightening cycle of roughly 200 basis points.
“we think that there is the risk that the Fed has to do a full tightening cycle, which historically has been 200 basis points”
Listen at 31:12
Open the episode · Spending Is Up 7%. Paychecks Are Up 3%. What Happens When Stocks Stop Paying the Difference?
on AI companies and hyperscalersNegativeNov 5, 2026· Excess Returns
AI companies and hyperscalers absorbing all revenue and earnings is unlikely.
“these AI companies and hyperscalers are going to absorb everyone's revenue and everyone's earnings, which seems like a pretty unlikely outcome even to me”
Listen at 32:55
Open the episode · Spending Is Up 7%. Paychecks Are Up 3%. What Happens When Stocks Stop Paying the Difference?
on Inflation nowcast bond ruleMixedNov 5, 2026· Excess Returns
The inflation nowcast rule recommends avoiding bonds above 2% and owning them below 2%.
“If our inflation now cost was above 2%, you would avoid bonds. If it was below 2%, you would own bonds.”
Listen at 35:21
Open the episode · Spending Is Up 7%. Paychecks Are Up 3%. What Happens When Stocks Stop Paying the Difference?
on BondsPositiveNov 5, 2026· Excess Returns
Bonds are tactically more attractive because the inflation nowcast is lower.
“Bonds are tactically a little bit better.”
Listen at 36:30
Open the episode · Spending Is Up 7%. Paychecks Are Up 3%. What Happens When Stocks Stop Paying the Difference?
on Credit marketsPositiveNov 5, 2026· Excess Returns
A credit failure would likely remain isolated rather than become systemic.
“even if you have something just blow up, it's going to be kind of isolated and not systemic”
Listen at 52:33
Open the episode · Spending Is Up 7%. Paychecks Are Up 3%. What Happens When Stocks Stop Paying the Difference?

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.