What podcasts say about Brian Belsky

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

What Brian Belsky has said on podcasts

15 statements · 9 positive · 6 negative

on U.S. equity secular bull marketPositiveOct 6, 2026· Bloomberg Surveillance
The secular equity bull market has at least eight to ten years remaining and will exceed 25 years.
“we have at least eight to 10 years left of this run. It's going to be longer than 25 years.”
Listen at 4:38
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on Artificial IntelligenceNegativeOct 6, 2026· Bloomberg Surveillance
The 2030s peak of the current bull market will not be driven by AI.
“I don't think the top of this bull market in the 2030s is going to have anything to do with AI.”
Listen at 4:49
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on New emerging market and commodity supercyclePositiveOct 6, 2026· Bloomberg Surveillance
The bull-market peak will involve a new emerging market and commodity supercycle.
“It's going to have something to do with probably a new emerging market and a commodity super cycle”
Listen at 4:54
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on U.S. stock marketPositiveOct 6, 2026· Bloomberg Surveillance
Equities can rise further because earnings and corporate fundamentals remain strong.
“we do think that this market can go higher, driven by fundamentals.”
Listen at 7:35
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on NVIDIA stockPositiveOct 6, 2026· Bloomberg Surveillance
Nvidia’s stock has further upside as the broader market continues rising.
“Sure there is, because I think there's a lot more room for the market to run.”
Listen at 8:17
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on Concentrated stock portfoliosPositiveOct 6, 2026· Bloomberg Surveillance
Concentrated stock selection can generate alpha and differentiate portfolios.
“we pick stocks, and we're more concentrated in certain areas. And that's how you're going to not only deliver alpha, but deliver differentiation relative to our competitors.”
Listen at 9:59
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on AI investingPositiveOct 6, 2026· Bloomberg Surveillance
AI investing can succeed when portfolios are diversified beyond a single AI exposure.
“I think it does if you have some common sense that you're not all your eggs in one basket.”
Listen at 10:25
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on Dollar-yen and euro-yenNegativeOct 6, 2026· Bloomberg Surveillance
Dollar-yen and euro-yen may have reached their peaks.
“We're beginning to be a little bit more optimistic that maybe we've seen the top of dollar-yen and certainly the top of euro-yen.”
Listen at 36:59
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on Japanese yen yieldsPositiveOct 6, 2026· Bloomberg Surveillance
Long-term Japanese yen yields are currently attractive to investors.
“yen yields, certainly at the long end, are kind of attractive.”
Listen at 37:29
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on U.S. Treasury yieldsNegativeOct 6, 2026· Bloomberg Surveillance
Treasury yields will rise further.
“we think they'll go higher”
Listen at 38:31
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on U.S. dollar rallyPositiveOct 6, 2026· Bloomberg Surveillance
A dollar rally pause would not necessarily mark its end.
“a pause is very reasonable, but it doesn't mean it's the end of the rally.”
Listen at 39:13
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on Japan private-sector capital outflowsNegativeOct 6, 2026· Bloomberg Surveillance
Japan’s yield-driven private-sector capital outflows may begin slowing.
“the private sector outflows. which have been very yield driven in the case of Japan, that those might begin to slow down”
Listen at 40:32
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on European currenciesNegativeOct 6, 2026· Bloomberg Surveillance
European currencies currently appear vulnerable to further weakness.
“european currencies are looking vulnerable”
Listen at 41:31
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on U.S. deficitPositiveOct 6, 2026· Bloomberg Surveillance
Productivity growth would reduce the U.S. deficit, but less than during the late 1990s.
“strong productivity growth is great for a lot of reasons. And it will help our deficit problem, but not nearly as much as it did, say, in the late 90s”
Listen at 42:19
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on U.S. deficitNegativeOct 6, 2026· Bloomberg Surveillance
Stronger real wages and employment are needed to reduce the deficit, but are not imminent.
“We have to see stronger real wages and stronger employment growth before that becomes a deficit saver. And that's not on the horizon yet.”
Listen at 43:09
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies

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.