What podcasts say about Greg Baudel
Every statement, with the speaker, the exact quote and the moment it was said.
What Greg Baudel has said on podcasts
8 statements · 3 positive · 3 negative · 2 neutral
Corporates are experiencing exceptionally strong earnings growth in a two-speed economy.
“We have a kind of two-speed economy where we have corporates seeing the strongest earnings growth that I've ever seen in my career.”
Open the episode · Bloomberg Surveillance TV: October 6th, 2026Listen at 6:08
Elevated bond-market levels will create problems for traditional cyclicals with challenged balance sheets.
“we have a bond market that is dislocated and is going to cause issues if we stay at these elevated levels for old economy, traditional cyclicals with more challenged balance sheets.”
Open the episode · Bloomberg Surveillance TV: October 6th, 2026Listen at 6:15
Q3 earnings will provide more CapEx guidance and 2027 earnings expectations.
“When we go into Q3 earnings, which will be the back end of October, we will get more guidance on CapEx. and earnings expectations for 2027.”
Open the episode · Bloomberg Surveillance TV: October 6th, 2026Listen at 6:57
Markets will trade on Q3 CapEx guidance and 2027 earnings expectations.
“And I think that's what the market will trade off.”
Open the episode · Bloomberg Surveillance TV: October 6th, 2026Listen at 7:06
The payoff timeline for AI investment is very difficult to forecast.
“I think those things are very, very hard to forecast.”
Open the episode · Bloomberg Surveillance TV: October 6th, 2026Listen at 7:31
Investors should focus long positions on stocks with strong growth, compressed valuations, and continued upgrades.
“those stocks that have the strongest earnings growth and have seen valuations compress, if you get more visibility out another year and you continue to get upgrades, those are the places we would focus long positions.”
Open the episode · Bloomberg Surveillance TV: October 6th, 2026Listen at 7:37
Banks belong to the cyclical trade rather than the technology trade.
“I personally think they're part of the cyclical trade.”
Open the episode · Bloomberg Surveillance TV: October 6th, 2026Listen at 7:49
Banks are not the preferred epicenter of a technology earnings bull market.
“banks, not obviously, for me, the place that I would go as an epicenter of a tech earnings bull market.”
Open the episode · Bloomberg Surveillance TV: October 6th, 2026Listen at 7:56
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.