What podcasts say about John Stavik
Every statement, with the speaker, the exact quote and the moment it was said.
What John Stavik has said on podcasts
15 statements · 2 positive · 11 negative · 1 mixed · 1 neutral
The market is highly concentrated and expensive.
“the market is very, very concentrated. It's very pricey.”
Open the episode · Is the Stock Market Sending a Warning?Listen at 4:13
Narrow market breadth may not predict a crash within three months.
“does it actually tell us that in three months time? the market's going to start crashing or whatever.”
Open the episode · Is the Stock Market Sending a Warning?Listen at 4:43
The Economist’s Nvidia cover signals elevated crash risk for six months.
“I'm sort of like on Crash Alert for about at least six months from the publication date”
Open the episode · Is the Stock Market Sending a Warning?Listen at 5:22
AI investment spending is excessive relative to resulting revenue.
“Too much capex, not enough revenue.”
Open the episode · Is the Stock Market Sending a Warning?Listen at 6:00
AI investment markets are likely to react within twelve months.
“I'd be surprised if we don't get some sort of reaction in the next 12 months”
Open the episode · Is the Stock Market Sending a Warning?Listen at 6:37
Infrastructure projects generally have low chances of on-time completion.
“The chances of any infrastructure project getting built on time and to schedule are relatively low.”
Open the episode · Is the Stock Market Sending a Warning?Listen at 8:43
Failed AI infrastructure could leave buildings filled with obsolete chips.
“a big empty shed full of obsolete chips”
Open the episode · Is the Stock Market Sending a Warning?Listen at 10:52
Broad-based taxation is necessary to close the UK’s fiscal gap.
“the only way to actually make up the kind of figures we need is to take a bit of money from everybody”
Open the episode · Is the Stock Market Sending a Warning?Listen at 15:52
UK bond markets may react negatively to unfunded tax giveaways.
“the bond market would have something to say about it”
Open the episode · Is the Stock Market Sending a Warning?Listen at 16:30
France’s fiscal position is worse than the United Kingdom’s.
“France is in a worse state than the UK.”
Open the episode · Is the Stock Market Sending a Warning?Listen at 18:22
France’s ten-year borrowing cost exceeds Germany’s by more than one percentage point.
“the price for France borrowing over 10 years has blown out to more than a percentage point over the cost for Germany”
Open the episode · Is the Stock Market Sending a Warning?Listen at 18:40
Markets are becoming genuinely concerned about France.
“The markets are starting to actually get genuinely concerned about France”
Open the episode · Is the Stock Market Sending a Warning?Listen at 18:59
Destroying Bank of France-held debt would destabilize or destroy the euro.
“that would blow up the euro.”
Open the episode · Is the Stock Market Sending a Warning?Listen at 19:40
Gold-backed yuan could provide a parallel international monetary system to the dollar.
“if you did want to internationalize the yuan, then a very obvious way to present it as being a parallel system of the US dollar system”
Open the episode · Is the Stock Market Sending a Warning?Listen at 21:36
A gold-backed yuan could become a feasible alternative to the US dollar.
“having a yuan backed by gold is actually a pretty good way to do it and make it. if you like, a feasible alternative to the dollar.”
Open the episode · Is the Stock Market Sending a Warning?Listen at 21:51
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.