What podcasts say about Henry McVey

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

What Henry McVey has said on podcasts

35 statements · 21 positive · 9 negative · 5 neutral

on UK business fixed investmentPositiveOct 7, 2026· Closing Bell
UK business fixed investment is rising despite declining consumption.
“big business fixed investment in the UK is going up, even though consumption is trending down.”
Listen at 28:24
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Asian supply-chain and AI investmentPositiveOct 7, 2026· Closing Bell
Supply-chain redundancy investment and AI are driving an Asian investment boom.
“there's a huge build-out of the... of the whole supply chain when redundancy, as you said, Michael, and then AI is clearly having kind of its exclamation point on top.”
Listen at 28:56
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Asian infrastructure investmentPositiveOct 7, 2026· Closing Bell
Infrastructure investment in Asia is booming and will continue.
“infrastructure is really booming, and you're going to see that continue.”
Listen at 29:39
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Asian infrastructure investmentPositiveOct 7, 2026· Closing Bell
Infrastructure investment in Asia is expected to continue growing.
“you're going to see that continue.”
Listen at 29:41
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on European intra-regional tradePositiveOct 7, 2026· Closing Bell
Europe’s intra-regional trade share may rise to 70–75%.
“that number is probably going to 70 to 75.”
Listen at 30:18
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on European intra-regional tradePositiveOct 7, 2026· Closing Bell
Europe’s intra-regional trade share may rise to 70–75% of GDP.
“that number is probably going to 70 to 75”
Listen at 30:18
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Interest rates relative to nominal GDPNeutralOct 7, 2026· Closing Bell
Investors should evaluate interest rates relative to nominal GDP.
“Let's make sure we're looking at higher rates relative to nominal GDP.”
Listen at 31:19
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Global corporate profitsPositiveOct 7, 2026· Closing Bell
Global corporate profits are currently booming.
“Corporate profits are booming right now.”
Listen at 31:27
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Global productivityPositiveOct 7, 2026· Closing Bell
Productivity gains are flowing through the economy.
“that productivity is funneling through the system.”
Listen at 31:34
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Companies with pricing powerPositiveOct 7, 2026· Closing Bell
Investors should favor companies able to grow nominal revenue and pass through costs.
“who can deliver nominal GDP, nominal revenues, and they're able to pass those costs along”
Listen at 31:39
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Tokyo Stock ExchangeNegativeOct 7, 2026· Closing Bell
Forty percent of Japan’s stock market trades below book value.
“40 percent of the stock market still trades below book value.”
Listen at 32:47
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Korea stock marketNegativeOct 7, 2026· Closing Bell
Seventy percent of Korea’s stock market trades below book value.
“70% of the stock market is trading below book value”
Listen at 33:03
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Korean semiconductor companiesPositiveOct 7, 2026· Closing Bell
Korean semiconductor companies trade near 10 times earnings while growing 20%.
“they're trading like 10 times earnings and they're growing 20%.”
Listen at 33:10
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on AsiaPositiveOct 7, 2026· Closing Bell
Asian markets remain attractive despite prior U.S. outperformance.
“it's a very positive story. I think people have been right to be in the United States. That was where we had the productivity boom start. I would just say, take another look, see what's going on in Asia. I don't think the story's over there yet.”
Listen at 33:19
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on AsiaPositiveOct 7, 2026· Closing Bell
Investors should reconsider Asian markets because their opportunity remains.
“I would just say, take another look, see what's going on in Asia. I don't think the story's over there yet.”
Listen at 33:26
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Lululemon AthleticaNegativeOct 7, 2026· Closing Bell
Lululemon needs improvement after product launches underperformed.
“There's work to be done.”
Listen at 37:25
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Retail companiesPositiveOct 7, 2026· Closing Bell
Retail companies are managing consumer conditions well entering the holiday season.
“I think overall, as we get into the holiday season, we're in the midst of Amazon Prime Day yesterday and today. I think so far, companies have been managing well.”
Listen at 38:36
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Urban Outfitters, Inc.PositiveOct 7, 2026· Closing Bell
Urban Outfitters is performing well across its retail portfolio.
“Urban Outfitters is doing a very good job”
Listen at 39:06
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Children’s summer programsNegativeSep 19, 2026· Bloomberg Intelligence
Competitive, structured children’s programs have displaced wilderness-oriented camps in popularity.
“There are all these other programs you can pick. And I think even what has been in vogue, these kind of remote camps that are focused on old school being in the wilderness are now out of vogue.”
Listen at 10:10
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
on Post-COVID economic regimeNegativeSep 19, 2026· Bloomberg Intelligence
The post-COVID regime features larger deficits, increased government spending, geopolitics, and a difficult energy transition.
“Bigger deficits, governments are spending more, more geopolitics, messy energy transition”
Listen at 16:58
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
on Private equityPositiveSep 19, 2026· Bloomberg Intelligence
Private equity can generate alpha through operational improvements rather than merely market beta.
“You're not buying beta the market. You're actually buying alpha that's generated by making companies better.”
Listen at 17:51
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
on Private equity investmentsNeutralSep 19, 2026· Bloomberg Intelligence
Private-equity investments generally require a five-to-ten-year holding period.
“Somewhere between five and 10 years.”
Listen at 19:17
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
on Stock-bond correlationPositiveSep 19, 2026· Bloomberg Intelligence
Positive stock-bond correlation is likely to persist as a sustainable trend.
“Our view is that is a more sustainable trend.”
Listen at 21:11
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
on Stocks and BondsNegativeSep 19, 2026· Bloomberg Surveillance
Stocks and bonds are currently positively correlated.
“stocks and bonds are now positively correlated.”
Listen at 21:18
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
on Stocks and BondsNegativeSep 19, 2026· Bloomberg Surveillance
Stocks and bonds are currently positively correlated.
“stocks and bonds are now positively correlated.”
Listen at 21:18
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
on Private marketsPositiveSep 19, 2026· Bloomberg Intelligence
Individuals should allocate some portfolio share to private markets for retirement savings.
“it makes sense. for individuals to have some portion of their portfolio in that.”
Listen at 22:33
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
on Private-market investingNegativeSep 19, 2026· Bloomberg Intelligence
Individuals should not add private-market exposure irresponsibly or too quickly.
“I don't think you want to do this irresponsibly.”
Listen at 22:38
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
on Private-market retirement allocationPositiveSep 19, 2026· Bloomberg Surveillance
Individuals should hold some private-market assets in retirement portfolios.
“it makes sense for individuals to to have some portion of their portfolio in that”
Listen at 22:56
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
on Private-market assetsPositiveSep 19, 2026· Bloomberg Surveillance
Individuals should hold some private-market assets in their portfolios.
“it makes sense for individuals to to have some portion of their portfolio in that”
Listen at 22:56
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
on Private marketsNeutralSep 19, 2026· Bloomberg Intelligence
Public-market principles such as diversification and leverage discipline also apply to private markets.
“Ultimately, concentration, all the things that apply to the public markets apply to the private markets”
Listen at 23:07
Open the episode · The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit

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.