What podcasts say about Joe Terranova
Every statement, with the speaker, the exact quote and the moment it was said.
What Joe Terranova has said on podcasts
12 statements · 10 positive · 1 negative · 1 neutral
The past 15 years rewarded buying expensive assets and selling them higher.
“the last 15 years, the definition of it has actually been buy high, sell higher.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 6:37
Large technology stocks can provide defensive portfolio exposure.
“it gives you the defensive exposure that you need.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 8:05
The American economy shifted toward technology over the past 15 years.
“The American economy in the last 15 years, as we've done this show. has moved from a tangible asset economy to a technology-oriented and tangible asset economy.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 24:49
Technology is a major cause of current market resilience.
“The resiliency that you have in the market is attributable to technology.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 25:10
Joe Terranova would not invest with Bill Ackman.
“I wouldn't have an investment with Ackman if you paid me to do it”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 27:44
SpaceX could become a core holding and major portfolio winner.
“I think this will be one of the core holdings and a big winner for us.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 37:39
SpaceX will provide Starlink, reusable rockets, and eventually a Mars colony.
“With SpaceX, you get Starlink, you get reusable rockets, you get a colony on Mars.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 38:15
Ferrari’s scarcity and demand support its long-term durability.
“Ferrari's not going away. I mean, you can't produce enough Ferraris.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 38:37
Disney has attractive valuation, products, management, and an improved balance sheet.
“Disney is trading at 12 times earnings. It's got great products, new management. Balance sheet's much better.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 38:54
Morgan Stanley’s wealth-management assets under management grew 25% last quarter.
“the wealth management division is growing 25% on AUM last quarter.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 39:45
Morgan Stanley’s valuation and decline make it an attractive entry point.
“It's trading at 14 times and it's down 20% from its high. So I think this is a great entry point.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 39:56
Airbnb is currently an attractive buying opportunity.
“Airbnb, this is a great spot to buy it.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 47:42
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.