What podcasts say about Emily Arnold

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

What Emily Arnold has said on podcasts

10 statements · 9 positive · 1 negative

on United States dollarPositiveAug 21, 2026· Bloomberg Surveillance
A weaker U.S. dollar acts as a risk-on catalyst.
“as long as the U.S. dollar is weaker, which it was significantly weaker since this announcement earlier in the week, that is a risk on catalyst.”
Listen at 17:58
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on International equitiesPositiveAug 21, 2026· Bloomberg Surveillance
Dollar weakness benefits international equities more than U.S. equities.
“It benefits international equities even more than it does U.S.”
Listen at 18:31
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Equity-market diversificationPositiveAug 21, 2026· Bloomberg Surveillance
Current equity-market breadth is an unusually strong diversification period.
“This is one of the. best signs or best periods of diversification that we've ever seen.”
Listen at 19:18
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Technology stocksPositiveAug 21, 2026· Bloomberg Surveillance
Rowland’s team remains overweight technology stocks.
“we've still been overweight tech.”
Listen at 19:36
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Industrials and utilitiesPositiveAug 21, 2026· Bloomberg Surveillance
Rowland’s team favors industrials and utilities tied to AI infrastructure.
“we've been looking at things like industrials, utilities, really, again, the picks and shovels around the AI build out”
Listen at 19:56
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on BondsPositiveAug 21, 2026· Bloomberg Surveillance
Bond sentiment tends to reverse after widespread investor dislike.
“everybody hates bonds right before they love them again.”
Listen at 21:44
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Risk assetsNegativeAug 21, 2026· Bloomberg Surveillance
Investors should take some profits from heavily owned risk assets.
“taking some chips off the table here”
Listen at 22:50
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Investment portfoliosPositiveAug 21, 2026· Bloomberg Surveillance
Investors should remain fully invested.
“you want to stay fully invested.”
Listen at 22:52
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Health care sectorPositiveAug 21, 2026· Bloomberg Surveillance
Health care is an emerging investment opportunity.
“one area that's really been picking up on our radar has been the health care sector.”
Listen at 22:55
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on High-quality bondsPositiveAug 21, 2026· Bloomberg Surveillance
Rowland’s team maintains a mild credit bias toward high-quality bonds.
“we still have a mild credit bias, five to six percent on a high quality bond.”
Listen at 23:26
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause

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.