What podcasts say about Jeff Hans
Every statement, with the speaker, the exact quote and the moment it was said.
What Jeff Hans has said on podcasts
6 statements · 6 positive
Accelerating Russell 1000 Value earnings growth drove value-stock outperformance.
“what we sort of attribute to the outperformance has been this big acceleration that we've seen in earnings growth for the Russell 1000 value index.”
Open the episode · House Call: Talking Equity Markets with UBS Asset ManagementListen at 7:48
AI spending is benefiting cyclical economic sectors through spillover effects.
“all of this AI spending that's having this trickle-down effect into really some cyclical areas of the economy.”
Open the episode · House Call: Talking Equity Markets with UBS Asset ManagementListen at 8:07
Russell 1000 Value earnings are expected to grow about 22% in 2026.
“earnings growth for 26 for the Russell 1000 Value Index is now expected to be up about 22%.”
Open the episode · House Call: Talking Equity Markets with UBS Asset ManagementListen at 9:31
AI technology spending will likely continue through 2027.
“our baseline view is that it likely does.”
Open the episode · House Call: Talking Equity Markets with UBS Asset ManagementListen at 10:04
Old-economy sectors and stocks should continue seeing healthy earnings growth.
“there's a good argument to be made that a lot of these old economy sectors and stocks should still see healthy earnings growth ahead”
Open the episode · House Call: Talking Equity Markets with UBS Asset ManagementListen at 10:18
Healthy old-economy earnings growth can support value-stock performance.
“which we think can continue to support some good performance for value stocks.”
Open the episode · House Call: Talking Equity Markets with UBS Asset ManagementListen at 10:26
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.