What podcasts say about Felix Jauvin

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

What Felix Jauvin has said on podcasts

6 statements · 1 positive · 4 negative · 1 neutral

on Long-term bondsPositiveOct 16, 2026· Forward Guidance
Long-term bonds are attractively valued
“the long ends at a pretty good value here”
Listen at 7:09
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup
on Long-term bondsNeutralOct 16, 2026· Forward Guidance
Further bond rallies require evidence of economic slowdown
“for any further rallying, you need to start to see a gross slowdown show up in the data.”
Listen at 7:12
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup
on Economic tighteningNegativeOct 16, 2026· Forward Guidance
Current economic tightening is driven mostly by non-Fed factors
“it feels to me like there's some genuine tightening happening now in the economy and very little of it has to do with the Fed hiking.”
Listen at 20:48
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup
on 10-year Treasury yieldNegativeOct 16, 2026· Forward Guidance
The 10-year Treasury yield will not fall below 5% soon
“certainly don't think we're getting a sub 5% 10 year anytime soon”
Listen at 24:27
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup
on AI buildout equityNegativeOct 16, 2026· Forward Guidance
Debt protection does not ensure equity-holder protection
“that does not mean anything for the equity holders”
Listen at 30:46
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup
on Federal ReserveNegativeOct 16, 2026· Forward Guidance
Rate hikes have weaker economic effects than previously
“the bite that a rate hike has is not nearly as strong anymore”
Listen at 41:55
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup

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.