What podcasts say about Equity (finance)
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Equity (finance)
18 statements · 10 positive · 7 negative · 1 neutral
Markets have substantial upside risk.
“it's actually to the upside, risk to the upside that the markets move substantially higher”
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring YieldsListen at 15:18
Lower oil and CPI with sustained earnings would strongly benefit markets.
“That's going to be real bullish for markets”
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring YieldsListen at 16:38
Equity outlook remains positive despite high-yield spread widening.
“the outlook still stays positive, even as you see a bit of a spread widening in high yields.”
Open the episode · Bloomberg Surveillance TV: October 2nd, 2026Listen at 8:25
Prolonged economic stagnation would damage equity values.
“that is really destructive for equity values.”
Open the episode · Stock Take: Is the Economic Model Starting to Crack?Listen at 15:02
Equities, especially higher-priced equities, appear fully valued.
“I do think equities are fully valued, particularly at the top end.”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 29:31
Prolonged high bond yields should negatively affect equities.
“if this is the new normal of prolonged high bond yields, then that should be negative for equities”
Open the episode · Morning MoversListen at 5:25
Persistently high bond yields should weigh on equities.
“that should be negative for equities”
Open the episode · Morning MoversListen at 5:29
Equities will deliver better returns than alternatives.
“I think equities will deliver better returns.”
Open the episode · Scott Phillips: The stock picker who doesn’t think you should pick stocksListen at 29:07
Investors should generally start with equities.
“for me, I don't know why you would start anywhere else personally”
Open the episode · Scott Phillips: The stock picker who doesn’t think you should pick stocksListen at 29:22
Earnings will rise faster than valuation de-rating from higher discount rates.
“I think for me, earnings are going to keep rising faster than the de-rating we could see as a result of slightly higher discount rates.”
Open the episode · Why T. Rowe Price’s Iona Dent believes it’s not time to leave the equities party yetListen at 5:52
The investment team should remain invested rather than exit equities early.
“We don't want to leave the party early.”
Open the episode · Why T. Rowe Price’s Iona Dent believes it’s not time to leave the equities party yetListen at 9:51
The team is currently maintaining equity exposure.
“we're, we're, you know, holding on for now.”
Open the episode · Why T. Rowe Price’s Iona Dent believes it’s not time to leave the equities party yetListen at 12:29
Home equity creates generational wealth.
“generational wealth is created, for better or worse, through home equity.”
Open the episode · Most Replayed Moment: Is Renting Keeping You Poor? What's The Actual Cost Of Home Ownership? David BachListen at 8:18
Equity dividends depend substantially on company performance.
“the dividends that an equity or a company is paying out is very much determined by the company's performance.”
Open the episode · How to Invest for a 30-Year Retirement with Kanish ChughListen at 22:23
Rising interest rates will severely damage equity markets.
“as interest rates go up, equity markets get pummeled.”
Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028Listen at 1:01:29
Equities were historically competitive for income before the current regime.
“equity for income did stack up.”
Open the episode · Not all income is created equal with Helen Mason | SchrodersListen at 3:16
Equity income is discretionary rather than contractually guaranteed.
“the income that you're actually getting on equities is discretionary.”
Open the episode · Not all income is created equal with Helen Mason | SchrodersListen at 5:38
Higher bond interest rates negatively affect equities.
“higher interest rates on bonds and whatnot is bad for equities”
Open the episode · Paul's Podcast - Fri 15 May 2026Listen at 9:13
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.