What podcasts say about John J. Hardy
Every statement, with the speaker, the exact quote and the moment it was said.
What John J. Hardy has said on podcasts
97 statements · 26 positive · 50 negative · 5 mixed · 16 neutral
U.S. stocks have generally performed reasonably after midterm elections
“the post midterms action has been reasonable”
Open the episode · Is the post mid-term period a good one for US stocks?Listen at 8:06
High prior S&P 500 returns may reduce expected subsequent returns
“your expected returns might be a little bit worse when you're starting from such staggeringly high performance over prior years”
Open the episode · Is the post mid-term period a good one for US stocks?Listen at 9:14
Midterm elections are not reliable indicators of future market direction
“I wouldn't use the midterms of the political cycle as being very indicative. of where the markets might head.”
Open the episode · Is the post mid-term period a good one for US stocks?Listen at 9:27
The U.S. dollar will eventually weaken
“I think it's eventual weakening”
Open the episode · Is the post mid-term period a good one for US stocks?Listen at 17:18
A U.S. fiscal bailout will occur without a U.S. Treasury default
“the bailout, when it comes, and it will come, because the U.S. Treasury must be funded. We're not going to have U.S. defaults.”
Open the episode · Is the post mid-term period a good one for US stocks?Listen at 20:40
A future AI-bubble collapse and recession will trigger massive policy responses
“Once and if the AI bubble collapses and the next recession is incoming and markets on the defensive and the US Treasury needs to stay funded, all of the above, there will be new massive policy responses to keep the whole thing moving forward.”
Open the episode · Is the post mid-term period a good one for US stocks?Listen at 23:17
The SOX semiconductor index fell 7.2% at Friday’s close.
“the SOX semiconductor index down 7.2% on the close”
Open the episode · October was a great month for most stocks.Listen at 2:38
The SOX semiconductor index fell 7.2% at Friday’s close.
“the SOX semiconductor index down 7.2% on the close”
Open the episode · October was a great month for most stocks.Listen at 2:38
Oil prices and Iran-war concerns drove much of Friday’s market decline.
“I think it's this oil price, the concerns around the Iran war that were driving a lot of this.”
Open the episode · October was a great month for most stocks.Listen at 2:58
Credit spreads widened 27 basis points to 340 basis points Friday.
“credit spreads. They blew out 27 basis points actually on Friday to 340 basis points.”
Open the episode · October was a great month for most stocks.Listen at 4:21
AI is eroding the Mag7 platform’s business position.
“here you are, Mag7 platform, which is being eroded by AI.”
Open the episode · October was a great month for most stocks.Listen at 6:18
AI risks having a dramatic impact on Google’s search business.
“this would really risk a dramatic impact on their search business.”
Open the episode · October was a great month for most stocks.Listen at 7:05
AI search could significantly damage Google’s search business.
“this would really risk a dramatic impact on their search business”
Open the episode · October was a great month for most stocks.Listen at 7:05
Insiders may be manipulating geopolitical headlines for insider-trading profits.
“Maybe somebody on the inside would like to manipulate markets a little bit by pretending that they could do something hyperdramatic and circulated that around to make a little money on insider trading.”
Open the episode · October was a great month for most stocks.Listen at 8:04
Reddit and Intel suffered declines of 29% and 28% Friday.
“Reddit, minus 29%. Intel, minus 28%.”
Open the episode · October was a great month for most stocks.Listen at 9:31
The SOX index appears to have closed below its 200-day moving average.
“It looks like it closed just below its 200-day moving average, the SOX index.”
Open the episode · October was a great month for most stocks.Listen at 11:05
The Nasdaq 100 was down 9.5% and SOX was down 27% from recent highs.
“the NASDAQ 100 now has drawn down a total of a minus 9.5%. The SOX is down 27%.”
Open the episode · October was a great month for most stocks.Listen at 11:13
The SOX index is 27% below its June peak.
“The SOX is down 27%.”
Open the episode · October was a great month for most stocks.Listen at 11:19
The S&P 500 was down 3.3% from its recent high.
“The S&P 500 has only drawn down, as of Friday's close, 3.3%.”
Open the episode · October was a great month for most stocks.Listen at 11:45
The S&P 500 had declined 3.3% from its recent level.
“The S&P 500 has only drawn down, as of Friday's close, 3.3%.”
Open the episode · October was a great month for most stocks.Listen at 11:45
Democrats have a strong chance of taking the Senate by at least one seat.
“there are quite solidly positive chances for the Democrats to take the Senate by at least that one seat”
Open the episode · October was a great month for most stocks.Listen at 14:31
The RBA’s rate hikes are excessive and harming Australia’s economy.
“I think they're getting a bit too far with their hiking and the Australian economy is starting to pay for it”
Open the episode · October was a great month for most stocks.Listen at 16:10
The Bank of England is expected to raise rates this week.
“they are expected to hike this week”
Open the episode · October was a great month for most stocks.Listen at 17:54
Nine tracked sectors posted positive returns in October.
“9 sectors had a positive October.”
Open the episode · October was a great month for most stocks.Listen at 19:05
Most listed sectors posted substantial October gains, led by energy at 13.2%.
“Consumer staples up 11% in October. Consumer discretionary up 6% in October. Materials up 7.6%. Health up 10. Utilities up 10. Financials up six. Real estate up six. Energy up 13.2.”
Open the episode · October was a great month for most stocks.Listen at 19:15
Consumer staples rose 11% in October.
“Consumer staples up 11% in October.”
Open the episode · October was a great month for most stocks.Listen at 19:15
The energy sector rose 13.2% in October.
“Energy up 13.2.”
Open the episode · October was a great month for most stocks.Listen at 19:29
The technology sector fell 8.3% in October.
“the tech sector minus 8.3%.”
Open the episode · October was a great month for most stocks.Listen at 19:34
The communications-services sector fell 9.5% in October.
“Minus 9.5.”
Open the episode · October was a great month for most stocks.Listen at 19:46
Long-short momentum strategies experienced a severe adverse month.
“it does feel like, though, that players that are having some kind of long-short combination playing momentum versus stuff they don't think is going to do well have just gotten administered a perfect storm over the last month.”
Open the episode · October was a great month for most stocks.Listen at 19:58
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.