← Jenny Harrington

What podcasts say about Jenny Harrington

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

What Jenny Harrington has said on podcasts

19 statements · 14 positive · 3 negative · 2 neutral

  1. on S&P 500 concentrationNegativeOct 8, 2026· Halftime Report

    Five companies comprise approximately 28% of the S&P 500 index.

    “there's five companies that are making up nearly 30%. I think it's about 28% of the index.”

    Listen at 4:57

    Open the episode · The Rally and Rising Rate Risk 10/8/26
  2. on Treasury bills and bond durationPositiveOct 8, 2026· Halftime Report

    Investors should buy Treasury bills and shorten bond duration.

    “buy bills. Shorten your duration.”

    Listen at 14:48

    Open the episode · The Rally and Rising Rate Risk 10/8/26
  3. on Short-term Treasury yieldsPositiveOct 8, 2026· Halftime Report

    Investors may be able to lock in yields above five percent with no risk.

    “you might have a moment in time where you can lock in five and change percent. Right. With no risk.”

    Listen at 15:07

    Open the episode · The Rally and Rising Rate Risk 10/8/26
  4. on Best BuyPositiveOct 8, 2026· Halftime Report

    Best Buy was bought below ten-times earnings with a dividend yield above five percent.

    “When I bought it, it was trading at under 10 times earnings. It had over a 5% dividend yield.”

    Listen at 34:22

    Open the episode · The Rally and Rising Rate Risk 10/8/26
  5. on Retail stocksNeutralOct 8, 2026· Halftime Report

    Investors should select individual retailers carefully rather than buy the sector broadly.

    “you need to really do your homework and choose the right ones.”

    Listen at 35:32

    Open the episode · The Rally and Rising Rate Risk 10/8/26
  6. on JetBlue AirwaysNegativeOct 8, 2026· Halftime Report

    JetBlue ended up strategically positioned between discount and premium airlines after the pandemic.

    “the problem with JetBlue is like following the pandemic, they kind of ended up in no man's land.”

    Listen at 38:11

    Open the episode · The Rally and Rising Rate Risk 10/8/26
  7. on Jenny Harrington portfolio stocksNegativeOct 6, 2026· Halftime Report

    Some portfolio stocks fell approximately 24% during September.

    “I have stocks in my portfolio that were down like 24% just in September.”

    Listen at 3:00

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  8. on December Fed rate hikeNeutralOct 6, 2026· Halftime Report

    Markets priced roughly 90% odds of a 25-basis-point December hike.

    “it's like 90 percent odds for a 25 basis point hike in December.”

    Listen at 3:38

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  9. on GooglePositiveOct 6, 2026· Halftime Report

    Google offers a diversified product line and more efficient search model.

    “I think they're offering a more diversified product line and a much more efficient search model.”

    Listen at 13:52

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  10. on Google TPU revenuePositiveOct 6, 2026· Halftime Report

    Google TPU revenue is expected to reach approximately $100 billion by 2028.

    “I think supposed to be about a hundred billion dollars of revenues by 2028”

    Listen at 14:16

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  11. on Google TPUsPositiveOct 6, 2026· Halftime Report

    Google TPUs could replace revenue lost from search erosion.

    “I think the tpus could easily replace that”

    Listen at 14:25

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  12. on Rising interest ratesPositiveOct 6, 2026· Halftime Report

    Rising rates generally indicate a strong economy.

    “in a rising rate environment, it's generally because the economy is strong.”

    Listen at 27:36

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  13. on Dividend stocksPositiveOct 6, 2026· Halftime Report

    Dividend stocks can rebound after initial weakness during rising-rate periods.

    “So then they have this really nice rebound and kick off of that.”

    Listen at 27:49

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  14. on SabraPositiveOct 6, 2026· Halftime Report

    Sabra has approximately 7% future earnings growth.

    “But Sabra's got like 7% earnings growth ahead”

    Listen at 30:02

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  15. on Comcast and Western UnionPositiveOct 6, 2026· Halftime Report

    Comcast and Western Union are currently cheap enough to buy.

    “I think you can. buy these now. Like, they are cheap.”

    Listen at 30:55

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  16. on DisneyPositiveOct 6, 2026· Halftime Report

    Disney earnings should grow approximately 17%–18%.

    “those earnings should grow 17 to 18 percent.”

    Listen at 38:02

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  17. on Northrop GrummanPositiveOct 6, 2026· Halftime Report

    Northrop Grumman has approximately 10% future earnings growth.

    “But you've got decent earnings growth ahead, like 10%-ish”

    Listen at 39:56

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  18. on Northrop GrummanPositiveOct 6, 2026· Halftime Report

    Northrop Grumman may return approximately 10% annually over the long term.

    “You think, hey, maybe I'll get like 10 percent a year for a really long time.”

    Listen at 40:23

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26
  19. on Clearway EnergyPositiveOct 6, 2026· Halftime Report

    Clearway Energy offers a 6.3% yield and expected double-digit earnings growth.

    “Clearway Energy in the utility sector, down 26% in the last few months, 6.3% yield, double-digit earnings growth ahead.”

    Listen at 42:16

    Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26

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.

Jenny Harrington: what podcasts say · PodLume