What podcasts say about Anne Walsh
Every statement, with the speaker, the exact quote and the moment it was said.
What Anne Walsh has said on podcasts
15 statements · 6 positive · 9 negative
The SEC inquiry does not concern Guggenheim’s investment-management operations or performance.
“what is not the focus of any inquiry is to our investment management process, our people, our performance and returns, or our trade allocations”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 3:10
Guggenheim faces an inquiry into an accounting issue at a subsidiary.
“We do have an inquiry into a business accounting issue in one of our subsidiaries”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 3:45
Guggenheim believes the subsidiary’s accounting treatment was appropriate.
“we feel that the accounting treatment was appropriate”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 4:06
Interest-sensitive parts of the economy are becoming somewhat weaker.
“the interest-sensitive parts of the economy are maybe a bit more wobbly”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 5:43
September and October have historically been periods of elevated market volatility.
“September and October, which historically is a market volatility period of time”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 6:09
A 5% yield on 10-year Treasuries would be a buying opportunity.
“If we see 5% on treasuries on the 10-year, I would tell you that is a buying opportunity.”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 6:52
The 30-year Treasury yield is unlikely to reach 6%.
“I don't see us going to 6% on the 30-year.”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 7:15
Anne Walsh would buy heavily if 30-year Treasury yields reached 6%.
“If it does, I would take the opposite view and I'd back up the truck. And I'd buy a lot of 6% 30-year treasuries.”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 7:19
Data-center construction carries significant long-term obsolescence risk.
“My concern about the data center build-out and the cost of that is the obsolescence risk in the long term.”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 8:19
AI infrastructure will attract trillions of dollars in capital expenditure.
“trillions of dollars of CapEx in this space that is happening over the next several years”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 8:50
AI-related investment-grade debt carries elevated near-term risk.
“I am concerned in the nearer term with regard to the risk that's happening”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 9:56
AI-related debt issuers are currently free-cash-flow negative.
“these issuers are free cash flow negative at this point in time”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 10:26
Concentrated AI debt issuance could affect credit markets.
“it could have repercussions to the credit market”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 10:58
A $300 billion balance-sheet increase equates to roughly a 0.25-point rate cut.
“by increasing the balance sheet by $300 billion, that's the equivalent of about a quarter percent rate cut”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 11:41
Financial conditions will probably tighten naturally in the second half.
“financial conditions are probably going to naturally tighten”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 12:14
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.