What podcasts say about Chris Verrone
Every statement, with the speaker, the exact quote and the moment it was said.
What Chris Verrone has said on podcasts
20 statements · 5 positive · 9 negative · 1 mixed · 5 neutral
Investors should take comfort from market rotation without asset-class outflows.
“I think you have to take some comfort in that message.”
Open the episode · Closing Bell: 10/29/26Listen at 12:48
Consumers will continue relying on Amazon’s retail business.
“I do think the consumers is going to continue to lean on Amazon.”
Open the episode · Closing Bell: 10/29/26Listen at 41:50
Cyclical stocks have weakened as bond yields rose after Jackson Hole.
“I think what's interesting here is you kind of came out of Jackson Hole last week, which I would describe as a more hawkish speech. And yet you had bond yields go up and cyclical stocks kind of taken on the chain.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 3:07
Cyclical market sectors have modestly deteriorated.
“But I think on balance, there has been some modest deterioration to the cyclical corners of the market.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 3:25
BB credit spreads reached new cycle lows.
“Double B spreads made new cycle tights this week.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 3:34
A negative payroll print would make the three-month average lowest ever alongside a hike.
“If we print a negative print here, the three-month average on payrolls will be the lowest ever if we got a hike.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 4:13
Credit conditions remain healthy despite market uncertainty.
“My kind of overarching bias is, listen, credit's still fine.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 5:38
Losing credit support would resemble the Fed's overly tight 2018 conditions.
“You start to lose credit, you begin to look like fall of 2018 when the Fed was too tight into a weak economy.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 6:13
Elevated interest rates are a global rather than uniquely American problem.
“First of all, rates are not a uniquely American problem right now.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 6:31
Current Treasury-yield moves are not comparable to the explosive moves of 1987 or 1994.
“But to say the velocity is so explosive here, where you're having this kind of 1987 moment in yields, or even a 94 moment in yields, I think is a little bit misleading here.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 7:06
Ten-year Treasury yields never fell below 5% during the 1990s.
“There wasn't a day in the 1990s where 10-year yields were below 5%.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 7:55
Treasury yields have not yet redirected capital from equities into bonds.
“We have yet to see the level in yields that pulls capital away from one asset class equities to the bond market.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 8:31
Equity valuation multiples probably need to decline amid uncertain rate decisions.
“I think the multiple probably has to come down, given that.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 9:12
Apple must raise iPhone prices.
“Apple has to raise the prices on the iPhone.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 24:32
Apple cannot avoid significantly increasing iPhone prices.
“It cannot not increase the price of the iPhone, and it has to increase them pretty significantly.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 24:35
Smartphone prices will rise, with smaller increases at the low end to protect volume.
“I think everything's going to be up, but the lower end hopefully up less so that it won't impact volume so much.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 25:27
Recent memory-price increases cannot continue at their current rate.
“That level cannot sustain.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 26:01
Memory prices are not expected to decline despite slower increases.
“But price is also not falling.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 26:14
Future memory-price increases will have less impact than during the past year.
“But I don't think going forwards from here, you're going to get as much of an impact as we've had over the last 12 months.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 26:27
Sandisk is valued at 11 times forward earnings versus roughly five times currently.
“I'm valuing Sandisk on 11 times forward earnings. It's currently trading around five times.”
Open the episode · Bloomberg Surveillance TV: September 4th, 2026Listen at 26:54
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.