What podcasts say about Joshua Crabb
Every statement, with the speaker, the exact quote and the moment it was said.
What Joshua Crabb has said on podcasts
11 statements · 8 positive · 2 negative · 1 neutral
A market-moving Jackson Hole event would likely destabilize markets.
“chances are it would be a destabilizing event, not a market-friendly event”
Open the episode · Bessent Intervention and Economic D-DayListen at 16:39
U.S., Canada, and Mexico need a mutually workable trade resolution.
“you have to find a way forward that works for all three”
Open the episode · Bessent Intervention and Economic D-DayListen at 18:56
Poland benefits economically from its size and lower labor costs.
“Poland has some very specific advantages. It's a large nation on Eastern Europe. It has lower... labor costs, those are big advantages that and, you know, they're capitalizing on them.”
Open the episode · Bessent Intervention and Economic D-DayListen at 20:27
Poland’s work ethic and European engagement offer broader lessons.
“the broader work ethic, the, you know, coalition sustaining the engagement with the, you know, the broader European nations”
Open the episode · Bessent Intervention and Economic D-DayListen at 20:58
Former equity-market tailwinds have become headwinds.
“That tailwind has turned into a headwind”
Open the episode · Bessent Intervention and Economic D-DayListen at 24:51
Perth’s economy has recently been reasonably solid.
“the economy has been reasonably solid”
Open the episode · Bessent Intervention and Economic D-DayListen at 32:07
Investors should examine Southeast Asian markets, especially Indonesia and Vietnam.
“you definitely need to be looking at markets in Southeast Asia, Indonesia, Vietnam”
Open the episode · Bessent Intervention and Economic D-DayListen at 33:31
Indonesia and Vietnam have strong long-term growth trajectories.
“these type of markets have great long term trajectories coming out of them”
Open the episode · Bessent Intervention and Economic D-DayListen at 33:36
Southeast Asian opportunities do not require a weaker U.S. dollar.
“I don't think so”
Open the episode · Bessent Intervention and Economic D-DayListen at 35:42
Asian markets have their lowest forward earnings multiples in roughly ten years.
“The market on a forward earnings multiple is the cheapest it's been basically in the last 10 years”
Open the episode · Bessent Intervention and Economic D-DayListen at 35:56
Asian markets offer profit opportunities after prolonged underperformance and cheap valuations.
“there are opportunities after 15 years of underperformance and cheap valuations to make some money”
Open the episode · Bessent Intervention and Economic D-DayListen at 36:16
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.