What podcasts say about David Goodman
Every statement, with the speaker, the exact quote and the moment it was said.
What David Goodman has said on podcasts
13 statements · 2 positive · 11 negative
The French-German government bond spread has widened from below 100 to about 150 basis points.
“that spread was below 100 basis points even in mid mid-september it's now kind of blown out to 150”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 4:03
Bond-market stress spreading beyond France becomes a larger problem for the ECB.
“once it kind of becomes something that spreads beyond one country, then it becomes more of a problem for the ECB and other people”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 6:38
Energy prices are currently entrenched at high levels.
“we have entrenched high energy prices now”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 8:20
Inflation can feed into wages and then generate further inflation.
“inflation feeds into wages, feeds into inflation, and that kind of develops that cycle”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 8:38
France’s borrowing costs near 5% create a serious problem for governments.
“France is nearly at five now. So that is a real problem for governments that they're having to pay these high interest rates.”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 9:45
Interest rates may not be lower in two years.
“who's to say interest rates are going to be any lower in two years time i mean the signs are they may not”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 16:10
Interest rates above 5% did not break the economy or housing market.
“we had interest rates go above 5% and the economy didn't break. The housing market didn't break.”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 16:52
The UK government has limited room to manage its upcoming budget successfully.
“there's quite a narrow landing zone for the government to get this right”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 19:13
The UK could quickly become the bond market’s focus again.
“the UK could very quickly become the focus of the bond market again”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 20:36
The inheritance-tax proposal may discourage downsizing and encourage buying larger homes.
“This doesn't feel like it encourages that. As opposed to buy the biggest house you can as a kind of tax-efficient vehicle.”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 22:11
The narrow breadth of the S&P 500 rally is concerning.
“The breadth of this is really quite concerning.”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 27:23
Continued AI-driven market expansion increases associated risks.
“the further down this road you get the more those kind of risks are”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 27:53
Recent AI systems have made undeniable progress.
“there is obviously that undeniable progress”
Open the episode · Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risksListen at 29:26
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.