What podcasts say about James Egelhof

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

What James Egelhof has said on podcasts

10 statements · 6 positive · 4 negative

on U.S. economyPositiveSep 21, 2026· Bloomberg Surveillance
The U.S. economy is strong and positioned to remain strong.
“The economy is doing really well and it's staged to keep doing well.”
Listen at 2:20
Open the episode · Second Half Economic Outlook
on U.S. economic stimulusPositiveSep 21, 2026· Bloomberg Surveillance
Monetary, fiscal, wealth, and AI investment stimulus will continue.
“We think that that's poised to continue.”
Listen at 2:33
Open the episode · Second Half Economic Outlook
on Federal Reserve tightening cycleNegativeSep 21, 2026· Bloomberg Surveillance
The Fed may pursue a longer and stronger tightening cycle.
“We think the risks are to a more concerted, a longer and a stronger tightening cycle”
Listen at 3:27
Open the episode · Second Half Economic Outlook
on U.S. economyPositiveSep 21, 2026· Bloomberg Surveillance
The U.S. economy will withstand continued energy-price increases.
“Our view has been that the economy is going to be resilient to that”
Listen at 4:18
Open the episode · Second Half Economic Outlook
on U.S. inflationNegativeSep 21, 2026· Bloomberg Surveillance
U.S. inflation is primarily driven by accumulated momentum.
“We think ultimately inflation in the U.S. is driven by momentum.”
Listen at 4:34
Open the episode · Second Half Economic Outlook
on AI commercializationNegativeSep 21, 2026· Bloomberg Surveillance
Loss of optimism about AI commercialization could damage the economy.
“if something happens that causes people to somehow lose some of that optimism about the commercialization of AI, that could be a problem too.”
Listen at 5:44
Open the episode · Second Half Economic Outlook
on U.S. consumerPositiveSep 21, 2026· Bloomberg Surveillance
The U.S. consumer will remain resilient if jobs and markets stay stable.
“we think the consumer will remain resilient as well”
Listen at 6:31
Open the episode · Second Half Economic Outlook
on AI investment cyclePositiveSep 21, 2026· Bloomberg Surveillance
The AI investment cycle can withstand higher interest rates.
“ultimately, we think that the AI cycle is robust to this.”
Listen at 7:15
Open the episode · Second Half Economic Outlook
on U.S. economic growthPositiveSep 21, 2026· Bloomberg Surveillance
The economy is entering a prolonged period of high growth.
“we are going into a period of prolonged high growth.”
Listen at 7:46
Open the episode · Second Half Economic Outlook
on U.S. overnight interest ratesNegativeSep 21, 2026· Bloomberg Surveillance
Interest rates will not return to much lower levels.
“we don't think going back to a much lower level of rates.”
Listen at 8:21
Open the episode · Second Half Economic Outlook

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.