What podcasts say about Julian Emanuel

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

What Julian Emanuel has said on podcasts

12 statements · 8 positive · 4 negative

on StocksNegativeSep 17, 2026· Bloomberg Surveillance
Stocks will not experience runaway upside by year-end.
“We think there isn't runaway upside into year end.”
Listen at 2:26
Open the episode · Bloomberg Surveillance TV: September 17th, 2026
on Stock MarketPositiveSep 17, 2026· Bloomberg Surveillance
The stock-market price target is modestly above current levels.
“Our price target is modestly higher than here.”
Listen at 2:30
Open the episode · Bloomberg Surveillance TV: September 17th, 2026
on 10-year Treasury yieldNegativeSep 17, 2026· Bloomberg Surveillance
Ten-year Treasury yields will not reach six or seven percent.
“Not happening.”
Listen at 3:17
Open the episode · Bloomberg Surveillance TV: September 17th, 2026
on Long-term bondsPositiveSep 17, 2026· Bloomberg Surveillance
Long-term bonds currently provide a value opportunity.
“provides a value opportunity in the long end.”
Listen at 3:43
Open the episode · Bloomberg Surveillance TV: September 17th, 2026
on Global asset allocationPositiveSep 17, 2026· Bloomberg Surveillance
Global asset allocators should modestly rebalance from stocks toward bonds.
“you probably should be rebalancing a little bit.”
Listen at 4:00
Open the episode · Bloomberg Surveillance TV: September 17th, 2026
on Treasury and sovereign bond marketsPositiveSep 17, 2026· Bloomberg Surveillance
Reduced Treasury long-end pressure reduces pressure on sovereign long-end markets.
“if you're taking pressure off the long end in treasuries, you are taking pressure off the long end in sovereigns.”
Listen at 4:23
Open the episode · Bloomberg Surveillance TV: September 17th, 2026
on Hyperscaler debt issuancePositiveSep 17, 2026· Bloomberg Surveillance
Lower long-end pressure makes hyperscaler debt issuance easier.
“you're making issuance for the hyperscalers incrementally more easy.”
Listen at 4:32
Open the episode · Bloomberg Surveillance TV: September 17th, 2026
on Corporate earningsPositiveSep 17, 2026· Bloomberg Surveillance
Earnings growth will remain strong through year-end and 2027.
“we're still on track for a very strong rest of the year and 2027.”
Listen at 5:38
Open the episode · Bloomberg Surveillance TV: September 17th, 2026
on AI investment funding and adoptionPositiveSep 17, 2026· Bloomberg Surveillance
Slower AI-related issuance can align investment funding with returns and adoption.
“if you slow down the issuance, you actually allow those two concepts to converge in a more meaningful way.”
Listen at 6:53
Open the episode · Bloomberg Surveillance TV: September 17th, 2026
on HyperscalersNegativeSep 17, 2026· Bloomberg Surveillance
Hyperscaler leverage and capital intensity generally cause valuation multiple compression.
“They're getting more capital intensive. They're less asset light and they spend less on R&D and buybacks and more on physical capex, which is generally a reason to expect multiple compression.”
Listen at 19:05
Open the episode · The Fed Hikes Rates
on Corporate earnings growthNegativeSep 17, 2026· Bloomberg Surveillance
Forecast earnings growth will slow from 30% to 15%.
“the slowdown that we're forecasting is from 30% to 15%.”
Listen at 20:53
Open the episode · The Fed Hikes Rates
on AI and biotech terrorism risksPositiveSep 17, 2026· Bloomberg Surveillance
The United States should develop defensive measures against AI and biotech terrorism risks.
“what we need to do, I think, is work on defensive measures”
Listen at 44:00
Open the episode · The Fed Hikes Rates

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.