What podcasts say about Jim Laventhal

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

What Jim Laventhal has said on podcasts

6 statements · 4 positive · 1 negative · 1 neutral

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
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
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
on Energy companiesPositiveOct 5, 2026· Halftime Report
Energy companies will generate substantial profits if WTI reaches $75.
“if it just goes down to $75. on West Texas Intermediate, these companies are going to mint money.”
Listen at 17:40
Open the episode · Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26
on CRHPositiveOct 5, 2026· Halftime Report
CRH is likely to remain a strong long-term compounder.
“this is likely to continue to be a good long-term compounder.”
Listen at 37:29
Open the episode · Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26
on LNG-related stockPositiveOct 5, 2026· Halftime Report
The recent decline in the LNG-related stock creates a buying opportunity.
“That's a buying opportunity.”
Listen at 41:39
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.