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
AI demand is not currently slowing
“There are no signs yet that demand is slowing.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 2:44
AI will remain a key investment theme
“AI will remain a key theme”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 3:24
AI will continue producing economic benefits
“we'll still have the economic benefits of AI”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 3:33
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.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 3:45
Higher debt costs may increase AI-related equity issuance
“potentially more equity issuance is going to be in play”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 4:04
“Probably not.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 4:35
The labor market remains solid
“the labor market remains solid”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 4:49
Investors should manage exposures rather than time market pullbacks
“managing exposures is more important than trying to... time some of these pullbacks”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 4:53
Markets are not currently in a risk-off environment
“we are not in a risk-off environment”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 5:33
The Fed will raise rates two more times
“Our base case calls for the Fed to... basically hike two more times from here”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 7:52
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”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 8:17
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”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 8:55
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.