What podcasts say about Amy Wu Silverman

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

What Amy Wu Silverman has said on podcasts

7 statements · 1 positive · 5 negative · 1 neutral

on Downside protectionPositiveSep 9, 2026· Trader Talk
Downside protection is relatively inexpensive amid unhedged investor concerns
“one. downside protection is relatively inexpensive.”
Listen at 7:25
Open the episode · Hidden market risks of the AI financing trap
on Midterm electionsNegativeSep 9, 2026· Trader Talk
The midterm elections will catalyze equity-market volatility
“midterms will be a catalyst”
Listen at 7:54
Open the episode · Hidden market risks of the AI financing trap
on Bond yieldsNegativeSep 9, 2026· Trader Talk
Higher bond yields may increase equity volatility and stock-bond correlation
“we're going to get a pickup in equity vol and we might get a pickup in correlation from that”
Listen at 8:13
Open the episode · Hidden market risks of the AI financing trap
on Leading AI companiesNegativeSep 9, 2026· Trader Talk
Many major AI companies are becoming free-cash-flow negative
“a lot of these are going free cash flow negative”
Listen at 13:07
Open the episode · Hidden market risks of the AI financing trap
on AI-company index constituentsNegativeSep 9, 2026· Trader Talk
Large AI-company index constituents are becoming debt-laden and free-cash-flow negative
“they're really changing. And that changes the overall makeup because there's such heavy weights in your S&Ps, in your Qs, that are completely changing into kind of free cash flow negative, into debt-laden companies.”
Listen at 13:21
Open the episode · Hidden market risks of the AI financing trap
on AI trade correlationsNegativeSep 9, 2026· Trader Talk
Underlying AI-trade correlations are likely higher than market measures imply
“there's probably like an underlying correlation that is a lot higher than the markets are giving you”
Listen at 14:21
Open the episode · Hidden market risks of the AI financing trap
on Jackson Hole Economic SymposiumNeutralSep 9, 2026· Trader Talk
The Jackson Hole symposium will be a critical market catalyst
“Jackson Hole is something, even though we're in sort of the summer pothole lull, is going to be pretty critical”
Listen at 18:52
Open the episode · Hidden market risks of the AI financing trap

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.