What podcasts say about John Flavin

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

What John Flavin has said on podcasts

13 statements · 10 positive · 2 negative · 1 neutral

on NVIDIA demandNegativeOct 5, 2026· CNBC's "Fast Money"
Any deterioration in NVIDIA demand would significantly affect its valuation and earnings outlook.
“if there is any deterioration in that demand, you're going to feel it pretty profoundly ripple through”
Listen at 10:14
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on US TreasuriesPositiveOct 5, 2026· CNBC's "Fast Money"
Economic softness would improve Treasury pricing in the near term.
“if there is softness, I think you will see a lot of improvement in the pricing of these yields for, you know, probably the near term at least”
Listen at 17:36
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on McDonald'sPositiveOct 5, 2026· CNBC's "Fast Money"
McDonald’s offers greater business stability than Chipotle.
“probably McDonald's. I think there's more stability under this business.”
Listen at 25:48
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on Pharmaceutical M&APositiveOct 5, 2026· CNBC's "Fast Money"
Pharmaceutical companies completed approximately $135 billion in M&A during 2026.
“Pharma, you know, racking up around $135 billion in deals”
Listen at 28:02
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on Biotech companiesPositiveOct 5, 2026· CNBC's "Fast Money"
Pharma’s bolt-on M&A supports biotech valuations in the $1–$10 billion range.
“That's good for biotech because biotech is usually going to be priced in that $1 to $10 billion category”
Listen at 28:12
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on AbbVie/Cerevel Parkinson’s productPositiveOct 5, 2026· CNBC's "Fast Money"
AbbVie’s acquired Cerevel product is currently used for Parkinson’s disease.
“That product is being used now in Parkinson's.”
Listen at 29:37
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on Longevity investorsNeutralOct 5, 2026· CNBC's "Fast Money"
Longevity investors generally pursue broader wellness and health opportunities.
“longevity investors tend to be investors that are interested in wellness, in health, that are much broader based”
Listen at 30:59
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on Novo NordiskPositiveOct 5, 2026· CNBC's "Fast Money"
Novo Nordisk retains long-term value despite current investor impatience.
“Looking over the longer term, I still believe that Novo has value”
Listen at 32:33
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on Chinese biotech licensingPositiveOct 5, 2026· CNBC's "Fast Money"
Chinese biotech licensing activity is likely to grow aggressively over the next few years.
“watch for them to grow really aggressively in the next few years”
Listen at 33:19
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on Novo NordiskPositiveOct 5, 2026· CNBC's "Fast Money"
Long-term holders of Novo Nordisk are likely to be rewarded.
“hold for a long time and likely you'll be rewarded”
Listen at 33:28
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on China pharmaceutical drug developmentPositiveOct 5, 2026· CNBC's "Fast Money"
China’s share of pharmaceutical drug development rose from 8% to about 32%.
“China represented about 8% in 2015 of pharma drug development. It's gone to about 32% today.”
Listen at 34:02
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on U.S. pharmaceutical drug developmentNegativeOct 5, 2026· CNBC's "Fast Money"
The U.S. share of pharmaceutical drug development declined from 48% to about 37%.
“U.S. was at about 48% of share. It's down to about 37%.”
Listen at 34:11
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on HealthEquityPositiveOct 5, 2026· CNBC's "Fast Money"
HealthEquity offers rate exposure, while HSAs are likely to remain relevant.
“I like health equity. It gives you the exposure to rates, and, you know, HSAs are probably here for a while.”
Listen at 42:04
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 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.