Jim Laventhal

What Jim Laventhal has said on podcasts

6 statements

1. on Bond yieldsNegativeOct 5, 2026· Halftime Report

   Higher bond yields would increase concern about the market.

   “if bond yields go higher, I'm going to get even more uncomfortable.”

   Listen at 6:06

   Open the episode · Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26
2. on Mega-cap technology companiesPositiveOct 5, 2026· Halftime Report

   Current interest rates will not derail mega-cap technology data-center plans.

   “interest rates are not going to, at this level, derail them.”

   Listen at 6:36

   Open the episode · Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26
3. on Market sector rotationNeutralOct 5, 2026· Halftime Report

   Market leadership could rotate back toward non-mega-cap sectors.

   “We could have that rotation flip back”

   Listen at 6:53

   Open the episode · Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26

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.

• Oct 5, 2026Rising yields test Nasdaq’s concentrated rallyHalftime ReportOct 5, 2026Guest