What podcasts say about Alicia Levine

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

What Alicia Levine has said on podcasts

14 statements · 7 positive · 4 negative · 2 mixed · 1 neutral

on U.S. equity market leadershipPositiveOct 7, 2026· Bloomberg Surveillance
Narrow market leadership can continue despite limited breadth.
“the top line index is being carried. by a handful of names, and everybody's wringing their hands that it cannot continue, when in fact it can continue.”
Listen at 2:41
Open the episode · Equities, Bonds, and AI
on U.S. economic growth and earningsPositiveOct 7, 2026· Bloomberg Surveillance
Growth and earnings continue to exceed expectations.
“growth keeps on exceeding expectations as as due earnings.”
Listen at 3:12
Open the episode · Equities, Bonds, and AI
on Small-cap stocksNegativeOct 7, 2026· Bloomberg Surveillance
Small-cap stocks are approximately 8% below their recent high.
“So small caps are about 8% below the high.”
Listen at 3:18
Open the episode · Bloomberg Surveillance TV: October 7th, 2026
on Growth stocksPositiveOct 7, 2026· Bloomberg Surveillance
Growth stocks are outperforming despite higher interest rates.
“growth is winning in a market where rates are higher.”
Listen at 3:46
Open the episode · Equities, Bonds, and AI
on Narrow market leadershipNeutralOct 7, 2026· Bloomberg Surveillance
Narrow market leadership can continue for a long time.
“I think it continued for a long time.”
Listen at 3:51
Open the episode · Bloomberg Surveillance TV: October 7th, 2026
on 10-year Treasury yieldNegativeOct 7, 2026· Bloomberg Surveillance
The 10-year Treasury yield can reach 5.5%.
“we think we think the 10 year can easily get to five and a half.”
Listen at 4:40
Open the episode · Equities, Bonds, and AI
on U.S. industrial economyPositiveOct 7, 2026· Bloomberg Surveillance
The industrial economy is currently experiencing a boom.
“There's kind of a boom out there in the industrial economy.”
Listen at 4:47
Open the episode · Equities, Bonds, and AI
on Short- to intermediate-duration bondsPositiveOct 7, 2026· Bloomberg Surveillance
Short- to intermediate-duration bonds are currently safer for clients.
“We're in the short term to intermediate for our clients. It's been an okay place to be. It's a safer place to be.”
Listen at 5:33
Open the episode · Bloomberg Surveillance TV: October 7th, 2026
on Bond yieldsNegativeOct 7, 2026· Bloomberg Surveillance
Bond yields could readily reach 5.5%.
“I think we can easily see yields getting to 5.5% here.”
Listen at 6:06
Open the episode · Bloomberg Surveillance TV: October 7th, 2026
on Bond yields versus stocksMixedOct 7, 2026· Bloomberg Surveillance
At 5.5% yields, bonds become competitive with stocks.
“And I think at that point, it becomes competition.”
Listen at 6:20
Open the episode · Bloomberg Surveillance TV: October 7th, 2026
on AI-related capital spendingPositiveOct 7, 2026· Bloomberg Surveillance
AI-related capital spending is funding S&P 500 earnings.
“That CapEx spend is funding the earnings of the S&P.”
Listen at 6:59
Open the episode · Bloomberg Surveillance TV: October 7th, 2026
on Data-center build-outNegativeOct 7, 2026· Bloomberg Surveillance
A slowdown in data-center construction could stop the technology rally.
“I think what stops it really is the slowdown in the data center build-out.”
Listen at 7:22
Open the episode · Bloomberg Surveillance TV: October 7th, 2026
on AI infrastructure expansionPositiveOct 7, 2026· Bloomberg Surveillance
Moderating AI infrastructure expansion could extend the AI investment trade.
“if you slow it down a little bit, that actually helps the longevity of the trade.”
Listen at 8:16
Open the episode · Bloomberg Surveillance TV: October 7th, 2026
on AI investment tradeMixedOct 7, 2026· Bloomberg Surveillance
A slowdown would likely cause a viable correction without a recession.
“That looks like a correction, which will be eminently viable because we don't see a recession here. We think the economy is really strong.”
Listen at 8:36
Open the episode · Bloomberg Surveillance TV: October 7th, 2026

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.