What podcasts say about Ed Carson
Every statement, with the speaker, the exact quote and the moment it was said.
What Ed Carson has said on podcasts
13 statements · 5 positive · 5 negative · 1 mixed · 2 neutral
TSM growth is expected to continue through year-end and into next year.
“people really want to see that that growth is going to continue through the rest of the year and into next year.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 2:23
A post-earnings TSM buy point could offer lower risk than the original breakout.
“that could be a lower risk entry than when the original breakout was.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 4:09
ASML is expected to deliver continuing accelerating growth.
“We're supposed to get accelerating growth. We want to see that continuing.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 5:49
Lower-ATR stocks are advantageous amid choppy, rotational markets.
“on a day-to-day basis, with a lot of chops still in the market, a lot of rotation, there's definitely something to be said for lower ATR stocks.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 6:20
ASML near 1900 could offer a good post-earnings entry after a positive reaction.
“Where this handle is or right below 1900 could be a good place to enter after earnings if it's a good earnings reaction.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 7:21
Higher interest rates are unfavorable for borrowing.
“higher rates, not great for borrowing.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 9:38
Banks may underperform or remain inactive for a period.
“Maybe banks are just going to sit out for a little while because they're not acting well right now.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 11:00
Bank of America’s stock needs to repair its technical condition.
“needs to needs to needs to repair itself.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 12:32
Wells Fargo has lagged peers and requires substantial improvement.
“this was sort of a laggard, needs a lot of work.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 13:27
Interactive Brokers could become attractive if it decisively reclaims key moving averages.
“if they get back above there decisively, then maybe start getting interesting again.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 13:53
Financial stocks broadly are currently performing poorly.
“the financials in general not having a good time.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 14:10
UnitedHealth’s results could provide relevant read-through for Humana and Oscar.
“If this one does well... This could be relevant for those names before those report.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 14:50
- on UnitedHealth cost pressures and Medicare Advantage enrollmentNeutralOct 9, 2026· Investing With IBD
UnitedHealth’s commentary on costs and Medicare Advantage enrollment may affect sector interpretation.
“what they have to say about cost pressures, because I think that's something is like admission, like Medicare Advantage, you know, enrollments and other things.”
Open the episode · AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & MoreListen at 14:55
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.