← Angelo Kourkafas

What podcasts say about Angelo Kourkafas

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

What Angelo Kourkafas has said on podcasts

12 statements · 8 positive · 3 negative · 1 neutral

  1. on AI demandPositiveOct 20, 2026· Bloomberg Surveillance

    AI demand is not currently slowing

    “There are no signs yet that demand is slowing.”

    Listen at 2:44

    Open the episode · Bloomberg Surveillance TV: October 20th, 2026
  2. AI will remain a key investment theme

    “AI will remain a key theme”

    Listen at 3:24

    Open the episode · Bloomberg Surveillance TV: October 20th, 2026
  3. AI will continue producing economic benefits

    “we'll still have the economic benefits of AI”

    Listen at 3:33

    Open the episode · Bloomberg Surveillance TV: October 20th, 2026
  4. on AI economic benefitsPositiveOct 20, 2026· Bloomberg Surveillance

    AI benefits may broaden beyond leading technology companies by 2027

    “the benefits spread out. And that may be the case as we think about 2027.”

    Listen at 3:45

    Open the episode · Bloomberg Surveillance TV: October 20th, 2026
  5. on AI-related equity issuanceNeutralOct 20, 2026· Bloomberg Surveillance

    Higher debt costs may increase AI-related equity issuance

    “potentially more equity issuance is going to be in play”

    Listen at 4:04

    Open the episode · Bloomberg Surveillance TV: October 20th, 2026
  6. on S&P 500 earnings growthNegativeOct 20, 2026· Bloomberg Surveillance
    “Probably not.”

    Listen at 4:35

    Open the episode · Bloomberg Surveillance TV: October 20th, 2026
  7. on labor marketPositiveOct 20, 2026· Bloomberg Surveillance

    The labor market remains solid

    “the labor market remains solid”

    Listen at 4:49

    Open the episode · Bloomberg Surveillance TV: October 20th, 2026
  8. on equity-market exposuresPositiveOct 20, 2026· Bloomberg Surveillance

    Investors should manage exposures rather than time market pullbacks

    “managing exposures is more important than trying to... time some of these pullbacks”

    Listen at 4:53

    Open the episode · Bloomberg Surveillance TV: October 20th, 2026
  9. on Financial marketsPositiveOct 20, 2026· Bloomberg Surveillance

    Markets are not currently in a risk-off environment

    “we are not in a risk-off environment”

    Listen at 5:33

    Open the episode · Bloomberg Surveillance TV: October 20th, 2026
  10. on Federal ReserveNegativeOct 20, 2026· Bloomberg Surveillance

    The Fed will raise rates two more times

    “Our base case calls for the Fed to... basically hike two more times from here”

    Listen at 7:52

    Open the episode · Bloomberg Surveillance TV: October 20th, 2026
  11. on Financial marketsPositiveOct 20, 2026· Bloomberg Surveillance

    Markets can absorb slower growth if growth remains solid

    “that can still be something that markets can absorb if growth... slows but stays at solid levels”

    Listen at 8:17

    Open the episode · Bloomberg Surveillance TV: October 20th, 2026
  12. on labor and housing marketsNegativeOct 20, 2026· Bloomberg Surveillance

    Current labor and housing conditions are unlikely to trigger major inflation

    “we don't see... the conditions, whether we look at the labor market, the housing market, that would trigger a major wave of inflation”

    Listen at 8:55

    Open the episode · Bloomberg Surveillance TV: October 20th, 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.