What podcasts say about Annie Seelaus
Every statement, with the speaker, the exact quote and the moment it was said.
What Annie Seelaus has said on podcasts
15 statements · 3 positive · 7 negative · 5 neutral
- on Big-six preferred and fixed-rate bank paperPositiveOct 22, 2026· The Credit Edge by Bloomberg Intelligence
Selected big-six preferred or fixed-rate bank paper can yield around the mid-7% range.
“in an ideal world, if you pick the right issue, you could be getting kind of like a mid 7% kind of yield on something like that”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 12:52
Retail investors should exercise caution in preferred securities.
“retail investors have to be careful”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 13:55
Unusually attractive preferred coupons may signal rapid illiquidity.
“If a coupon looks really, really attractive, why? Right. And you can hit illiquidity pretty quickly and some of those types of things.”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 14:08
Hyperscalers should issue large deals when solid execution windows open.
“when there's a solid execution window that you have to come. And particularly when you're talking about deals of the size and scale that they're talking about, you can't let those windows pass you by.”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 19:42
Reduced Canadian-dollar access may push hyperscaler issuance into U.S. dollars.
“does that push more of that issuance into the U.S. dollar market? And is that something the U.S. dollar corporate investors need to be thinking about? Yeah, I think that they do.”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 20:16
Private-credit constraints will force larger deals into public investment-grade markets.
“it's going to force the bigger jumbo deals into the big public IG market space”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 20:57
The investment-grade credit market cannot absorb failure of a major jumbo deal.
“I definitely don't think the IG credit market can afford to have one of those deals fail.”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 21:09
A pulled or downsized jumbo deal could unsettle investment-grade investors.
“I think those are things that could cause a real, I hate to say panic, but I think it would give a lot of IG investors a lot of pause if we saw that kind of wobble.”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 21:36
Data-center credit investors should analyze individual assets rather than make sector-wide bets.
“gone are the days of being able to make like a sector bet i think you have to go deeper than that and look at every individual”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 26:43
Data-center investors must assess timing for AI infrastructure spending to become economically worthwhile.
“you have to have some sort of handle on when you think these things are coming online, right? And when you think you're actually going to see that turn in the cycle to AI being worth it, worth this amount of capex and investment.”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 27:52
Data-center investments face cash-flow mismatch risk if timing assumptions are wrong.
“you're making a bet on this sort of like cash flow mismatch, right? And you have to get that right to a certain extent. Otherwise, you're going to be in a situation like a core weave is in right now”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 28:13
Continued cost pressure on financially strained consumers cannot persist indefinitely.
“we can't keep hitting that piece of the population and expecting it to go OK forever”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 30:33
Private markets have strong demand for very large loan portfolios.
“There is so much demand for just giant portfolios of loans.”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 37:02
Large private-market investors primarily seek massive loan transactions.
“they are really looking for those massive, gigantic deals”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 37:42
Private loan-market growth affects public-market asset supply and transparency.
“It's not as transparent. And it's impossible not to believe that it has to have an impact.”
Open the episode · Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says SeelausListen at 38:13
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.