What podcasts say about John Murray

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

What John Murray has said on podcasts

21 statements · 14 positive · 5 negative · 2 neutral

on S&P 500 forward earningsPositiveOct 7, 2026· Prof G Markets
S&P forward earnings growth is nearly 38%.
“we've got, you know, forward earnings at nearly 38% for the S&P”
Listen at 3:57
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on S&P 500 valuationPositiveOct 7, 2026· Prof G Markets
The market has become cheaper despite reaching all-time highs.
“the market has gotten cheaper, even though it's hitting all-time highs as we sit here today”
Listen at 4:25
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on AI tradePositiveOct 7, 2026· Prof G Markets
The AI trade may be a boom rather than a bubble.
“maybe we're mistaking a bubble for a boom”
Listen at 5:44
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on Small- and mid-cap stocksPositiveOct 7, 2026· Prof G Markets
Small- and mid-cap stocks are up double digits this year.
“small caps are doing well this year. They're up double digits. Mid caps are up double digits.”
Listen at 6:03
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on Equity marketPositiveOct 7, 2026· Prof G Markets
The market has low valuations and strong earnings growth.
“low valuations, strong earnings growth”
Listen at 6:40
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on Equity market backdropPositiveOct 7, 2026· Prof G Markets
Lower oil prices or bond yields would improve the market backdrop.
“should we see some alleviation in oil prices or bond yields as we look into the next 6 to 12 months”
Listen at 6:48
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on Smaller and medium-sized companiesNegativeOct 7, 2026· Prof G Markets
Higher oil prices disproportionately hurt smaller and medium-sized companies.
“oil prices, that's a progressive tax that's going to impact the smaller, medium-sized companies more”
Listen at 7:40
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on NVIDIA valuationPositiveOct 7, 2026· Prof G Markets
NVIDIA's valuation multiple is reasonable.
“if you look at the multiple you're paying for NVIDIA, Ed, I think it's very reasonable”
Listen at 9:32
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on Technology stocksPositiveOct 7, 2026· Prof G Markets
Re-rating some technology stocks is justified.
“the re-rating of some of the tech stocks are warranted”
Listen at 9:41
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on Micron earningsPositiveOct 7, 2026· Prof G Markets
Micron reported exceptionally strong earnings.
“Micron just reported stellar earnings”
Listen at 10:13
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on AI buildoutPositiveOct 7, 2026· Prof G Markets
Leading the AI buildout benefits the country.
“it's really good for the country”
Listen at 10:32
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on AI capital spendingNeutralOct 7, 2026· Prof G Markets
AI capital spending financing mix requires close scrutiny.
“we really need to see how much of this is going to be financed with debt versus cash from operations”
Listen at 11:35
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on AI SpendingNeutralOct 7, 2026· Prof G Markets
AI demand must materialize to justify planned spending.
“we need to see demand materialize to justify the amount of spend that's coming”
Listen at 12:52
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on AI investmentsNegativeOct 7, 2026· Prof G Markets
Underinvesting in AI risks falling behind competitors.
“the risk of not doing it is that you fall combined in a very competitive space”
Listen at 13:19
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on AI trade riskNegativeOct 7, 2026· Prof G Markets
AI investment-return risk is not fully reflected in prices.
“I don't think it's fully priced”
Listen at 14:24
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on Compute demandPositiveOct 7, 2026· Prof G Markets
Demand for compute is likely to increase.
“everything there points to that it's going higher”
Listen at 14:39
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on Oil prices, interest rates, and equity marketsPositiveOct 7, 2026· Prof G Markets
Lower oil prices would quickly reduce rates and boost markets.
“if you see oil prices move lower, interest rates should come off quickly and the market should rip”
Listen at 15:08
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on Equity (finance)PositiveOct 7, 2026· Prof G Markets
Markets have substantial upside risk.
“it's actually to the upside, risk to the upside that the markets move substantially higher”
Listen at 15:18
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on CPINegativeOct 7, 2026· Prof G Markets
CPI will be lower in about one year.
“I would expect the CPI to be lower”
Listen at 16:19
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on Oil prices and CPINegativeOct 7, 2026· Prof G Markets
Oil prices and CPI are expected to decline.
“my expectation is, yes, oil prices come down, CPI, you know, gets a little bit weaker”
Listen at 16:26
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
on Equity (finance)PositiveOct 7, 2026· Prof G Markets
Lower oil and CPI with sustained earnings would strongly benefit markets.
“That's going to be real bullish for markets”
Listen at 16:38
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields

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.