What podcasts say about Joe Matthew

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

What Joe Matthew has said on podcasts

15 statements · 13 negative · 2 mixed

on U.S. federal deficitNegativeNov 3, 2026· Bloomberg Tech
A Democratic House and Senate would likely widen the federal deficit.
“the deficit will widen”
Listen at 47:16
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on NeoCloudsNegativeNov 3, 2026· Bloomberg Tech
A wider deficit would raise long-term rates and pressure neoclouds.
“that is going to increase longer term rates and that is going to put the neoclouds under more pressure”
Listen at 47:37
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on Neocloud companiesNegativeNov 3, 2026· Bloomberg Tech
A wider deficit would raise long-term rates and pressure neocloud companies.
“that is going to increase longer term rates and that is going to put the neoclouds under more pressure”
Listen at 47:37
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on U.S. election wave yearsMixedNov 3, 2026· Bloomberg Tech
Equities perform slightly better in non-wave years, while bonds perform slightly better in wave years.
“For equities, they do a little bit better in non-wave years. For bonds, they do a little bit better in wave years.”
Listen at 49:58
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on U.S. midterm wave yearsMixedNov 3, 2026· Bloomberg Tech
Equities perform slightly better in non-wave years, while bonds perform slightly better in wave years.
“For equities, they do a little bit better in non-wave years. For bonds, they do a little bit better in wave years.”
Listen at 49:58
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on HyperscalersNegativeNov 3, 2026· Bloomberg Tech
Hyperscaler spending will slow next year regardless of election results.
“regardless of the election, hyperscaler spending is slowing next year.”
Listen at 50:30
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on hyperscaler spendingNegativeNov 3, 2026· Bloomberg Tech
Hyperscaler spending will slow next year regardless of the election.
“regardless of the election, hyperscaler spending is slowing next year.”
Listen at 50:30
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on HyperscalersNegativeNov 3, 2026· Bloomberg Tech
Higher interest rates would further worsen hyperscaler spending pressure.
“If rates go higher, then that's going to be exacerbated even more.”
Listen at 50:37
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on technology-sector funding pressureNegativeNov 3, 2026· Bloomberg Tech
Higher interest rates would further worsen technology-sector pressures.
“If rates go higher, then that's going to be exacerbated even more.”
Listen at 50:37
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on Apple services revenueNegativeNov 3, 2026· Bloomberg Tech
Apple services revenue growth decelerated for the third consecutive quarter.
“Services, on the other hand, decelerated revenue for the third quarter in a row.”
Listen at 50:54
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on Apple services revenueNegativeNov 3, 2026· Bloomberg Tech
Apple services revenue growth decelerated for the third consecutive quarter.
“Services, on the other hand, decelerated revenue for the third quarter in a row.”
Listen at 50:54
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on Apple investment outlookNegativeNov 3, 2026· Bloomberg Tech
Investors should wait and observe Apple's results over coming quarters.
“I think it makes sense to wait and see how this plays out over the coming quarters.”
Listen at 51:25
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on AppleNegativeNov 3, 2026· Bloomberg Tech
Investors should wait before judging Apple’s outlook over coming quarters.
“I think it makes sense to wait and see how this plays out over the coming quarters.”
Listen at 51:25
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on Apple gross marginNegativeNov 3, 2026· Bloomberg Tech
Apple’s gross margin will be harmed by memory prices.
“the gross margin is going to be hurt by the memory prices.”
Listen at 51:32
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
on Apple gross marginNegativeNov 3, 2026· Bloomberg Tech
Apple's gross margin will be harmed by memory prices.
“the gross margin is going to be hurt by the memory prices.”
Listen at 51:32
Open the episode · Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin

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.