What podcasts say about Freya Beamish

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

What Freya Beamish has said on podcasts

10 statements · 5 positive · 4 negative · 1 neutral

on Dollar weakness and commoditiesPositiveAug 28, 2026· Bloomberg Surveillance
Dollar weakness makes commodities more attractive and may increase demand.
“As the dollar weakens, it actually makes those commodities more attractive. So you might even see more demand.”
Listen at 13:11
Open the episode · Previewing Jackson Hole
on Oil positionsNeutralAug 28, 2026· Bloomberg Surveillance
Oil positions should be sized according to volatility.
“you manage the size of that position as a function of the volatility.”
Listen at 13:52
Open the episode · Previewing Jackson Hole
on GoldPositiveAug 28, 2026· Bloomberg Surveillance
Gold may break out into a new upward trend.
“it looks like it has a possibility to break out into a new trend.”
Listen at 15:06
Open the episode · Previewing Jackson Hole
on GoldPositiveAug 28, 2026· Bloomberg Surveillance
Gold could remain a buying opportunity if its positive trend continues.
“So I think it could be a potential buying opportunity for gold still if that continues.”
Listen at 15:24
Open the episode · Previewing Jackson Hole
on Federal Reserve commitment and long-end yieldsPositiveAug 28, 2026· Bloomberg Surveillance
A clear Fed commitment would support the long end of the yield curve.
“it would be good to have a clear signal that the Fed... frankly, is going to do its job. And I think that will help the long end of the curve.”
Listen at 17:38
Open the episode · Previewing Jackson Hole
on 10-year Treasury yieldNegativeAug 28, 2026· Bloomberg Surveillance
The 10-year Treasury yield has not fully priced the new macro regime.
“the 10-year... has not yet fully priced this new macroeconomic regime.”
Listen at 20:52
Open the episode · Previewing Jackson Hole
on Long-end liquidity interventionsNegativeAug 28, 2026· Bloomberg Surveillance
Long-end liquidity interventions can produce only temporary effects.
“in my mind, can only really cause temporary effects.”
Listen at 21:13
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on 10-year Treasury yieldNegativeAug 28, 2026· Bloomberg Surveillance
The 10-year Treasury yield is not yet high enough on a trend basis.
“So 4.7 on a trend basis for me is not yet high enough.”
Listen at 21:42
Open the episode · Previewing Jackson Hole
on Artificial intelligence M&APositiveAug 28, 2026· Bloomberg Surveillance
The AI arms race is driving substantial current M&A activity.
“it really is driving a lot of the M&A activity now.”
Listen at 30:04
Open the episode · Previewing Jackson Hole
on Private-equity dealsNegativeAug 28, 2026· Bloomberg Surveillance
Private-equity deals will continue but below normal pace and volume.
“deals will still happen. It's just it's just not going to happen at the pace and volume that we're used to”
Listen at 31:58
Open the episode · Previewing Jackson Hole

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.