← Ben McMillan
What podcasts say about Ben McMillan
Every statement, with the speaker, the exact quote and the moment it was said.
What Ben McMillan has said on podcasts
2 statements · 1 positive · 1 negative
Large technology companies will proactively address AI financing concerns.
“these companies are going to want to get ahead of this after seeing what happened to core.”
Open the episode · Potential Market Rebound and Shipping LatestListen at 21:37
Credit stress can trigger broader de-risking, exits from long duration, and higher VIX.
“there is there's always, you know, to some degree a contagion effect where people start to see that. And all of a sudden it's all right, let's move out of, you know, credit and long duration. Let's start to de-risk more generally, you know, potentially buy insurance. You know, VIX goes up.”
Open the episode · Potential Market Rebound and Shipping LatestListen at 26:04
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.