What podcasts say about Colin Martin

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

What Colin Martin has said on podcasts

13 statements · 3 positive · 8 negative · 1 mixed · 1 neutral

on Long-term Treasury yieldsNegativeSep 17, 2026· Bloomberg Surveillance
Long-term Treasury yields face greater upside than downside risk.
“there is more upside risk than downside risk with long-term Treasury yields.”
Listen at 10:19
Open the episode · The Fed Hikes Rates
on Long-term Treasury yieldsNegativeSep 17, 2026· Bloomberg Surveillance
Long-term yields are unlikely to decline significantly from current levels.
“it's going to be difficult to see yields move significantly lower from here.”
Listen at 11:15
Open the episode · The Fed Hikes Rates
on 10-year Treasury yieldNeutralSep 17, 2026· Bloomberg Surveillance
A 5% ten-year Treasury yield is reasonable for strong nominal growth.
“I think 5% seems pretty reasonable.”
Listen at 12:10
Open the episode · The Fed Hikes Rates
on Bond portfolio durationNegativeSep 17, 2026· Bloomberg Surveillance
Investors should maintain below-benchmark average bond duration.
“We actually suggest a below benchmark average duration.”
Listen at 13:19
Open the episode · The Fed Hikes Rates
on Investment-grade and high-yield creditPositiveSep 17, 2026· Bloomberg Surveillance
Investment-grade and high-yield credit have favorable outlooks.
“We have a favorable outlook on credit. Both investment grade and high yield.”
Listen at 16:19
Open the episode · The Fed Hikes Rates
on Technology and semiconductor companiesNegativeSep 17, 2026· Bloomberg Surveillance
Technology and semiconductor margins may compress next year.
“What I worry about from here, less so maybe for tech, maybe semis, I think they're talking about this, is just margin compression next year.”
Listen at 19:31
Open the episode · The Fed Hikes Rates
on Corporate earningsNegativeSep 17, 2026· Bloomberg Surveillance
An earnings slowdown is almost inevitable.
“The earnings slowdown itself is almost inevitable.”
Listen at 20:42
Open the episode · The Fed Hikes Rates
on Small-cap companiesNegativeSep 17, 2026· Bloomberg Surveillance
Small-cap companies may struggle because of greater refinancing risk.
“Small caps might have a harder time. They've got more refinancing risk in some areas of leverage.”
Listen at 22:29
Open the episode · The Fed Hikes Rates
on S&P returnsNegativeSep 17, 2026· Bloomberg Surveillance
Future S&P returns will be lower than those of the past decade.
“the run rate for S&P returns from here. is lower than what we've enjoyed over the last 10 years”
Listen at 24:07
Open the episode · The Fed Hikes Rates
on Large financials and energyPositiveSep 17, 2026· Bloomberg Surveillance
Large financials and energy have clean balance sheets and capital discipline.
“Large financials and energy look clean, capital discipline, like kind of the opposite of tech.”
Listen at 24:51
Open the episode · The Fed Hikes Rates
on AI buildoutNegativeSep 17, 2026· Bloomberg Surveillance
The AI buildout may take longer than expected and encounter setbacks.
“it might take longer than what everyone's expecting and there might be little hiccups along the way”
Listen at 25:39
Open the episode · The Fed Hikes Rates
on U.S. domestic systemPositiveSep 17, 2026· Bloomberg Surveillance
The United States needs a functional and effective domestic system.
“we need to make sure that our internal system is functional and effective.”
Listen at 47:09
Open the episode · The Fed Hikes Rates
on U.S. alliances and adversariesMixedSep 17, 2026· Bloomberg Surveillance
The United States should preserve alliances and increase pressure on hostile countries.
“you still need that alliance and third right you need to figure out ways of putting more pressure on the countries that are really adverse to our interests.”
Listen at 47:48
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.