What podcasts say about Anna Wong
Every statement, with the speaker, the exact quote and the moment it was said.
What Anna Wong has said on podcasts
13 statements · 3 positive · 9 negative · 1 neutral
Portfolio managers will reduce their overweight positions in NVIDIA-related names.
“You're going to see portfolio managers reduce their way overweight positions”
Open the episode · Jensen Huang Ousted by Nvidia Board as CEOListen at 31:02
If the Fed fails to offset the shock, GDP impact could reach 1.5 percentage points.
“then the gdp head could be even larger yet you know, 1.5 percentage point, basically reducing GDP to zero.”
Open the episode · Jensen Huang Ousted by Nvidia Board as CEOListen at 35:20
Jensen Huang lacks substantial voting power and economic ownership in NVIDIA.
“Jensen doesn't have any massive voting power. He doesn't even have that much economic ownership of the company.”
Open the episode · Jensen Huang Ousted by Nvidia Board as CEOListen at 48:23
The U.S. low-hiring, low-firing labor market is not stable.
“this low hiring, low firing environment is not necessarily a stable environment either.”
Open the episode · Daybreak Weekend: US Jobs, BOE Meeting, RBA DecisionListen at 6:24
Fed rate hikes can widen credit spreads and destroy demand.
“if what happens in the future is that inflation eases because the Fed hikes, interest rate, credit spreads widen, generating demand destruction.”
Open the episode · Daybreak Weekend: US Jobs, BOE Meeting, RBA DecisionListen at 6:52
U.S. layoffs may increase toward year-end and the new year.
“We might see more firing going into the new year at the end of the year.”
Open the episode · Daybreak Weekend: US Jobs, BOE Meeting, RBA DecisionListen at 8:08
Higher U.S. unemployment would reduce the odds of a December Fed hike.
“if unemployment rate does move up, to 4.3% this Friday and then to 4.4% in the one release in early December, then I think the odds would immediately for a hike would be more immediately lower.”
Open the episode · Daybreak Weekend: US Jobs, BOE Meeting, RBA DecisionListen at 9:01
The Fed will follow market pricing and raise rates
“the Fed will listen to the market.”
Open the episode · Daybreak Weekend: Fed Decision, Sweden Election, BOJ MeetingListen at 7:48
Sweden’s economy currently has stronger momentum than Europe’s
“relative to the rest of Europe, Sweden currently has more momentum and stands on stronger footing.”
Open the episode · Daybreak Weekend: Fed Decision, Sweden Election, BOJ MeetingListen at 26:06
Sweden’s labor market remains weak with high unemployment
“The only drawback is the labor market. Actually, it's the weak spot. There's slack there and unemployment remains high”
Open the episode · Daybreak Weekend: Fed Decision, Sweden Election, BOJ MeetingListen at 26:13
Worsening local unemployment did not systematically increase Sweden Democrats gains
“Places where unemployment deteriorated more didn't systematically give Sweden Democrats bigger gains.”
Open the episode · Daybreak Weekend: Fed Decision, Sweden Election, BOJ MeetingListen at 28:27
Faster immigration growth is associated with larger Sweden Democrats gains
“in municipalities where foreign-born share of the population increased relatively faster or immigration actually picked up faster, we find large gains for Sweden Democrats.”
Open the episode · Daybreak Weekend: Fed Decision, Sweden Election, BOJ MeetingListen at 28:43
Weak economic performance reduces incumbent parties’ vote shares
“the weak economy means a decay in votes for parties that are already in government.”
Open the episode · Daybreak Weekend: Fed Decision, Sweden Election, BOJ MeetingListen at 29:13
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.