What podcasts say about Anwita Bahuguna

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

What Anwita Bahuguna has said on podcasts

8 statements · 6 positive · 1 negative · 1 mixed

on Artificial IntelligencePositiveOct 19, 2026· Bloomberg Surveillance
AI will produce a solid productivity boost and improve economic growth.
“we are going to see solid productivity boost from AI. We're going to see improvement in the growth picture.”
Listen at 3:40
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on BondsPositiveOct 19, 2026· Bloomberg Surveillance
Bonds remain a reasonable portfolio hedge against cracks in the growth story.
“we went and closed our bond underweight and moved neutral bonds because if there are some cracks to the story You need a hedge and bond still remains a pretty decent hedge in the portfolios.”
Listen at 4:18
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on BondsPositiveOct 19, 2026· Bloomberg Surveillance
Bonds currently offer substantial income and potential price appreciation if spreads narrow.
“bonds are giving tremendous amount of income. Plus, you have the potential for price appreciation if spreads come in.”
Listen at 5:16
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on Emerging-market equitiesPositiveOct 19, 2026· Bloomberg Surveillance
Emerging-market equities are projected to return about 30%, exceeding U.S. returns.
“EM index has the best returns projected this year. Higher than actually the U.S. returns at around 30%.”
Listen at 6:31
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on AI and productivity tradePositiveOct 19, 2026· Bloomberg Surveillance
The AI and productivity trade remains attractive.
“We are still very positive on the AI and the productivity trade.”
Listen at 7:05
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on Capital flows into U.S. stocksNegativeOct 19, 2026· Bloomberg Surveillance
Reversing capital flows into U.S. stocks would create investment concerns.
“If that starts reversing, that's something to worry about.”
Listen at 9:22
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on Major technology companiesPositiveOct 19, 2026· Bloomberg Surveillance
Large technology companies with moats and cash will emphasize those advantages.
“for the bigger companies that have that established moat, that have the, you know, the cash behind it, I think they're going to, you know, for lack of a better term, kind of, you know, flex on that.”
Listen at 22:02
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on VIXMixedOct 19, 2026· Bloomberg Surveillance
The VIX had been too low and is beginning to normalize, not signaling an imminent crash.
“That's not saying that there's a crash imminently, but that is saying that, you know, the headline number for the VIX was too low and we're starting to see”
Listen at 26:17
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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.