What podcasts say about Alec Cutler
Every statement, with the speaker, the exact quote and the moment it was said.
What Alec Cutler has said on podcasts
15 statements · 5 positive · 8 negative · 1 mixed · 1 neutral
Money printing harms creditors and benefits debtors.
“Money printing is bad. It's bad for the creditor. It's great for the debtor.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 5:03
US pressure to sustain bond purchases may work temporarily but is unsustainable.
“It may work for a little while, but it's not sustainable.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 5:59
The US will eventually force domestic creditors to buy government debt.
“The US will force that eventually.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 7:49
Financial repression signals US sovereign fragility.
“And financial repression is the sign of that fragility.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 8:33
A fiduciary investor should not buy US Treasuries under financial repression.
“As an investor, where you have to look clients in the eye and you have a fiduciary duty, I can't do it.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 9:11
Investors can substitute gold or Norwegian bonds for US Treasuries.
“But you can hold gold instead. You can hold gold or you can hold Norwegian bonds that yield the same.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 9:24
Cutler’s clients currently allocate about 8.5% to gold.
“Right now for my clients, it's around 8.5%.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 10:24
Cutler considers Brazilian, Australian, and Icelandic bonds interesting investments.
“Brazilian bonds, Australian bonds, and Icelandic bonds.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 11:15
AI infrastructure is largely consumable rather than durable.
“The difference, I would say, this time is the infrastructure that's being created is all consumable.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 27:10
AI chipsets will become obsolete within five years.
“These chipsets are going to be in the dustbin in five years”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 27:30
Chipsets account for 85% of AI spending and are consumable.
“85% of all AI spending are chipsets that are consumable.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 27:54
Government-sponsored technology and defense companies will eventually become very cheap.
“They will get super cheap one day.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 29:01
The UK should revive North Sea energy development.
“my suggestion would be, and this isn't going to surprise Maren, to re-embrace the North Sea energy.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 45:14
The claim that UK North Sea oil and gas has run out is false.
“This notion that the UK oil has run out, oil and gas has run out, and there's nothing there.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 45:40
Ithaca, Serica, and Harbor Energy offer North Sea energy exposure.
“The pure plays are Ithaca, Serica, and then less of a pure play is Harbor Energy.”
Open the episode · Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerListen at 46:08
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.