What podcasts say about JP Coviello

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

What JP Coviello has said on podcasts

6 statements · 4 positive · 2 negative

on U.S. equity index valuationsPositiveOct 5, 2026· CNBC's "Fast Money"
Index valuations have compressed to about 19 times, attractive versus the five-year history.
“That multiple compression has brought us down to about 19 times at an index level, which over a five-year look back looks pretty good to us.”
Listen at 13:31
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on Natural resources and commoditiesPositiveOct 5, 2026· CNBC's "Fast Money"
Upstream natural resources and commodities are important portfolio diversifiers.
“upstream natural resources, commodities for us are a big piece of our diversification move”
Listen at 14:00
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on GoldPositiveOct 5, 2026· CNBC's "Fast Money"
CitiWealth has added gold to replace duration exposure in portfolios.
“We have added to gold over the past year and a half to replace some of our duration in portfolios.”
Listen at 14:07
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on DurationNegativeOct 5, 2026· CNBC's "Fast Money"
The current market is not close to the cycle phase favoring an overweight in duration.
“we're just not even close to that”
Listen at 15:41
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on Treasury YieldsNegativeOct 5, 2026· CNBC's "Fast Money"
Treasury yields are likely to rise further.
“yields likely do move higher from here”
Listen at 16:19
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on Technology earningsPositiveOct 5, 2026· CNBC's "Fast Money"
Technology earnings are expected to grow 27 percent this quarter.
“Expecting 27 percent growth this quarter”
Listen at 16:31
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.