What podcasts say about Drew Pettit

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

What Drew Pettit has said on podcasts

12 statements · 7 positive · 3 negative · 1 mixed · 1 neutral

on Thematic investingPositiveOct 21, 2026· Trader Talk
Thematic investing is a valid investment approach used by institutions and retail investors.
“Thematic investing is real.”
Listen at 3:21
Open the episode · The massive risk hiding inside your S&P 500 index fund
on Thematic ETFsMixedOct 21, 2026· Trader Talk
Thematic ETFs provide beta and volatility, making portfolio sizing important.
“We're going to give you beta and volatility, but it's how you size it in a portfolio that matters.”
Listen at 5:28
Open the episode · The massive risk hiding inside your S&P 500 index fund
on Roundhill thematic ETFsPositiveOct 21, 2026· Trader Talk
Roundhill’s active management can add newly relevant companies to thematic ETF baskets.
“Because we're active, we can put that in the basket.”
Listen at 6:13
Open the episode · The massive risk hiding inside your S&P 500 index fund
on Memory-chip exposurePositiveOct 21, 2026· Trader Talk
Global exposure is preferable for investors seeking memory-chip exposure.
“Because if you want memory exposure, you're going to want to be global.”
Listen at 6:16
Open the episode · The massive risk hiding inside your S&P 500 index fund
on MarketsNegativeOct 21, 2026· Trader Talk
Markets react negatively when an investment thesis changes.
“Markets, and I think we can probably all agree on this, don't like when the thesis changes.”
Listen at 7:15
Open the episode · The massive risk hiding inside your S&P 500 index fund
on Memory tradePositiveOct 21, 2026· Trader Talk
The memory trade needs a significant catalyst to resume its advance.
“you need a really significant catalyst to kick this thing back in.”
Listen at 7:33
Open the episode · The massive risk hiding inside your S&P 500 index fund
on Analyst gross-margin forecastsPositiveOct 21, 2026· Trader Talk
Analysts generally forecast companies’ gross margins accurately.
“The street almost always nails gross margins.”
Listen at 8:25
Open the episode · The massive risk hiding inside your S&P 500 index fund
on Price and earnings momentumPositiveOct 21, 2026· Trader Talk
Pettit favors price momentum when supported by earnings momentum.
“we like this idea of buying price momentum if it has earnings momentum.”
Listen at 13:34
Open the episode · The massive risk hiding inside your S&P 500 index fund
on Federal Reserve policy pivotNeutralOct 21, 2026· Trader Talk
Markets are pricing a Federal Reserve policy pivot beyond one year.
“They are pricing in a pivot when you look past a year.”
Listen at 21:19
Open the episode · The massive risk hiding inside your S&P 500 index fund
on Federal Reserve inflation controlNegativeOct 21, 2026· Trader Talk
The Federal Reserve never controlled inflation.
“They never had it.”
Listen at 22:07
Open the episode · The massive risk hiding inside your S&P 500 index fund
on Volatility (finance)NegativeOct 21, 2026· Trader Talk
Market volatility will increase.
“I think volatility is going up.”
Listen at 23:50
Open the episode · The massive risk hiding inside your S&P 500 index fund
on 10-year Treasury yield volatilityPositiveOct 21, 2026· Trader Talk
Ten-year yield volatility will decline.
“I think the volatility of the 10-year comes down.”
Listen at 24:23
Open the episode · The massive risk hiding inside your S&P 500 index fund

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.