What podcasts say about Andrew Sheets

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

What Andrew Sheets has said on podcasts

11 statements · 4 positive · 5 negative · 1 mixed · 1 neutral

on National DebtPositiveAug 27, 2026· Bloomberg Surveillance
The bond market currently accepts the $40 trillion U.S. debt level.
“the bond market is currently fine with that number”
Listen at 3:14
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on U.S. debt issuance and AI spendingNegativeAug 27, 2026· Bloomberg Surveillance
Rising debt issuance and AI spending are concerning investors and probably steepening the yield curve.
“causing investors a lot of concern around the supply of duration of the market and probably steepening the curve”
Listen at 3:46
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on Non-QM mortgagesNeutralAug 27, 2026· Bloomberg Surveillance
Non-QM mortgages are experiencing relatively low issuance.
“we've seen a lot less issuance in things like non-QM mortgages”
Listen at 7:41
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on European economiesPositiveAug 27, 2026· Bloomberg Surveillance
European economic growth remains positive despite significant headwinds.
“European growth has been positive, despite many of the headwinds coming its way”
Listen at 31:58
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on European AI sovereigntyPositiveAug 27, 2026· Bloomberg Surveillance
European governments are pursuing local AI sourcing to reduce geopolitical dependence.
“the focus on AI sovereignty, whereby European governments really want to to know that they can source their AI locally”
Listen at 32:22
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on U.S. dollar and bond-market supportNegativeAug 27, 2026· Bloomberg Surveillance
Supporting the U.S. bond market will come at the expense of the dollar.
“the dollar will be sacrificed”
Listen at 33:36
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on Anthropic IPOPositiveAug 27, 2026· Bloomberg Surveillance
Anthropic’s IPO will benefit if launched while investor momentum remains strong.
“If they manage to get out anthropic while the momentum is strong and before some of the doubts creep in, that'll be great for them”
Listen at 34:53
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on OpenAI IPONegativeAug 27, 2026· Bloomberg Surveillance
OpenAI could miss its IPO opportunity if market timing is unfavorable.
“if their timing is wrong or it hits just at a moment when doubts have started to really circulate, then they will miss that window”
Listen at 35:01
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on Shein IPO valuationNegativeAug 27, 2026· Bloomberg Surveillance
Shein’s IPO valuation is a fraction of its previous valuation.
“the valuation is at a fraction of what it was before”
Listen at 35:11
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on Corporate earnings growthNegativeAug 27, 2026· Bloomberg Surveillance
Recent earnings growth is unlikely to continue at the same trajectory.
“I don't know that we will expect to see the same trajectory going forward”
Listen at 37:23
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on Corporate earningsMixedAug 27, 2026· Bloomberg Surveillance
Future earnings should remain positive but should not be extrapolated from recent results.
“let's not extrapolate from the earnings we've just seen, but we do expect them to be positive”
Listen at 37:50
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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.