What podcasts say about Bob Horowitz

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

What Bob Horowitz has said on podcasts

6 statements · 3 positive · 2 negative · 1 mixed

on Global central-bank rate hikesMixedSep 17, 2026· Bloomberg Surveillance
Global central-bank hikes make stocks struggle, but do not end the bull market.
“when global central banks are hiking, you know, stocks have a more difficult time. The bull doesn't die and we don't think it dies now. But the road ahead is bumpy.”
Listen at 2:43
Open the episode · The Fed Hikes Rates
on Price of oilPositiveSep 17, 2026· Bloomberg Surveillance
Lower oil prices reduce long-term yields and improve stocks through easier hyperscaler debt issuance.
“Oil pressuring the 10 year yield, 10 year yield pressuring the ability for hyperscalers to issue debt. OK, you've sort of got the release valve here. That's why stocks are doing better. That's why long end yields are lower.”
Listen at 4:25
Open the episode · The Fed Hikes Rates
on Equity earnings growthPositiveSep 17, 2026· Bloomberg Surveillance
Equities remain on a strong earnings-driven growth trajectory through 2027.
“we're still at a fantastic earnings-driven growth trajectory into 2027.”
Listen at 5:53
Open the episode · The Fed Hikes Rates
on Equity bull marketPositiveSep 17, 2026· Bloomberg Surveillance
The long-term equity bull market remains intact.
“long term, the bull is intact here”
Listen at 6:56
Open the episode · The Fed Hikes Rates
on Federal ReserveNegativeSep 17, 2026· Bloomberg Surveillance
Investors should prepare for more Federal Reserve rate hikes.
“You should adjust to more.”
Listen at 29:27
Open the episode · The Fed Hikes Rates
on U.S.-China alliancesNegativeSep 17, 2026· Bloomberg Surveillance
China is strengthening partnerships while the United States weakens relationships with traditional allies.
“The Chinese are strengthening their relationships. With Russia, with Iran, with Ukraine and the global south, we're weakening our relationships with the countries that were part of our bulwark in dealing with the Soviets during the Cold War.”
Listen at 36:50
Open the episode · The Fed Hikes Rates

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.