What podcasts say about Henry Peabody

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

What Henry Peabody has said on podcasts

19 statements · 5 positive · 12 negative · 2 neutral

on Federal ReserveNegativeSep 24, 2026· Monetary Matters with Jack Farley
Restrictive monetary policy will likely persist until economic cracks emerge
“policy probably stays higher for longer until we see cracks start to form”
Listen at 9:31
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Federal Reserve interest ratesPositiveSep 24, 2026· Monetary Matters with Jack Farley
Higher rates are needed longer to reduce demand and lower inflation
“rates need to stay higher for longer to reduce demand such that inflation comes down”
Listen at 10:24
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Federal Reserve interest-rate regimeNeutralSep 24, 2026· Monetary Matters with Jack Farley
Falling inflation would require rapid policy action to preserve rates relative to growth
“if inflation comes down, we will need to react very quickly to keep the rate regime relative to growth where we are”
Listen at 10:57
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Used-car loansNegativeSep 24, 2026· Monetary Matters with Jack Farley
Used-car loans exceed 7% even for high-quality borrowers
“Car loans are running north of 7% on used cars for high quality borrowers.”
Listen at 11:58
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on AI companiesPositiveSep 24, 2026· Monetary Matters with Jack Farley
Hyperscalers and AI companies will continue borrowing despite financing costs
“These people will continue borrowing regardless of the cost.”
Listen at 13:38
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Generic AI riskNegativeSep 24, 2026· Monetary Matters with Jack Farley
Markets are treating chips, Oracle, SpaceX, and project finance as generic AI risk
“people are thinking about being full on generic AI risk, which would run from the chips to Oracle, to SpaceX, to Project Finance”
Listen at 13:54
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Credit investorsNegativeSep 24, 2026· Monetary Matters with Jack Farley
Credit investors bear downside without participating in upside gains
“credit investors, remember, only have the downside. They don't get the upside.”
Listen at 15:11
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Federal ReserveNegativeSep 24, 2026· Monetary Matters with Jack Farley
The Fed has historically raised rates beyond expectations during such crises
“In every one of those cases, the Fed has had to move higher than they expected.”
Listen at 15:20
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Federal ReserveNegativeSep 24, 2026· Monetary Matters with Jack Farley
Monetary policy likely needs to be tighter because borrowers are less rate-sensitive
“we've got to probably be tighter than we would otherwise”
Listen at 15:45
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on ISM indexPositiveSep 24, 2026· Monetary Matters with Jack Farley
The ISM index and regional surveys are improving year over year
“The ISM index is year over year improving right alongside the regional surveys.”
Listen at 16:31
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on AI investmentsPositiveSep 24, 2026· Monetary Matters with Jack Farley
AI-related investment contributes approximately 6% annualized nominal GDP growth
“AI-related investments are, in nominal terms, up, pick a number, 6% annualized in GDP.”
Listen at 16:44
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Federal ReserveNegativeSep 24, 2026· Monetary Matters with Jack Farley
The Fed will likely need more aggressive tightening to reduce inflation
“if the fed wants to cut demand to reduce inflation it's going to have to be probably more aggressive than it has in recent cycles”
Listen at 17:15
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on private creditPositiveSep 24, 2026· Monetary Matters with Jack Farley
Higher yields attract some additional private-credit capital at the margin
“higher yields now entice some? Sure, at the margin, absolutely.”
Listen at 18:04
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Private-credit cycleNegativeSep 24, 2026· Monetary Matters with Jack Farley
Private-credit performance eventually reverses as leverage-driven cycles turn
“The simple math says you go the other way.”
Listen at 18:54
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on private creditNegativeSep 24, 2026· Monetary Matters with Jack Farley
Higher rates make it difficult for floating-rate private-credit borrowers to sustain coupons
“It's challenging to make a higher coupon. Much of this is floating.”
Listen at 19:16
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Private-credit cycleNeutralSep 24, 2026· Monetary Matters with Jack Farley
Private-credit cycles turn when the last marginal buyer enters
“When a cycle turns, it's when the last marginal buyer comes in.”
Listen at 19:46
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Floating-rate private creditNegativeSep 24, 2026· Monetary Matters with Jack Farley
Higher rates increase coupons and reduce fixed-charge or interest coverage
“with rates higher, coupons go up, fixed charge coverage or interest coverage goes down”
Listen at 20:32
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on Private-credit borrowersNegativeSep 24, 2026· Monetary Matters with Jack Farley
Companies financed through this market generally carry leverage above six times
“These are companies that are levered generically six plus times”
Listen at 20:39
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy
on private creditNegativeSep 24, 2026· Monetary Matters with Jack Farley
Rising rates will eventually transmit losses and poor performance through private credit
“as this starts to bite, the clock starts ticking for when losses and bad performance start to flow through”
Listen at 22:21
Open the episode · Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy

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.