What podcasts say about Justin Bergner

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

What Justin Bergner has said on podcasts

18 statements · 7 positive · 9 negative · 2 neutral

on Dividend-growth strategiesPositiveOct 14, 2026· Trader Talk
Dividend-growth strategies provide exposure to earnings-growing companies returning cash to shareholders.
“dividend growth... provides exposure to companies that consistently grow, generate earnings growth, return cash flow to shareholders”
Listen at 2:41
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Dividend-growth stocksPositiveOct 14, 2026· Trader Talk
Dividend-growth stocks avoid some risks associated with high-yield stocks.
“without the risk of really high yielding stocks, where there's a risk of either cutting the dividend or committing to the dividend at the expense of being able to reinvest in the business.”
Listen at 2:49
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Dividend aristocratsNegativeOct 14, 2026· Trader Talk
Dividend aristocrats may offer less outperformance than less-publicized dividend-growth names.
“might be as hard to generate as much outperformance with that group versus looking at some names that aren't as well.”
Listen at 4:26
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Gabelli Funds dividend growth strategyNeutralOct 14, 2026· Trader Talk
Bergner's fund is diversified with above-market exposure to financials and industrials.
“we're broadly diversified because we're value oriented. We tend to have a higher exposure and financial industrials in the market.”
Listen at 4:52
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Ferguson EnterprisesPositiveOct 14, 2026· Trader Talk
Ferguson Enterprises is the largest U.S. building-products distributor and outgrows its markets.
“they're the largest building product distributor in the country, and they're outgrowing their end markets. by about 400 basis points.”
Listen at 5:29
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Hyperscaler capital expenditureNegativeOct 14, 2026· Trader Talk
Hyperscaler capital spending competes for capital and raises yields.
“hyperscaler CapEx is competing for capital and pushing up yields.”
Listen at 7:52
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Consistent-growth companiesPositiveOct 14, 2026· Trader Talk
Consistent-growth companies can perform relatively well as rates rise.
“companies that are consistent growers can also hold up well.”
Listen at 8:37
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Yield-oriented companiesNegativeOct 14, 2026· Trader Talk
Pure yield-oriented companies will struggle when interest rates rise.
“companies that are just yield plays are going to struggle in a rising interest rate.”
Listen at 8:43
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Price of oilPositiveOct 14, 2026· Trader Talk
Oil prices will remain elevated for longer.
“I do think we are in a higher. for longer oil price environment.”
Listen at 10:06
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Price of oilNegativeOct 14, 2026· Trader Talk
Oil prices are unlikely to return soon to pre-conflict levels.
“it's probably never, or not going to go back anytime soon to where it was before the conflict.”
Listen at 10:13
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Interest rateNegativeOct 14, 2026· Trader Talk
Interest rates have entered the early stages of a long rising cycle.
“we are in the early years maybe early decades of a rising interest rate cycle”
Listen at 11:07
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Interest rateNegativeOct 14, 2026· Trader Talk
Interest rates are unlikely to fall substantially over the next few years.
“I do think it's hard to see interest rates much lower than where they are over the next few years”
Listen at 11:31
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Ten-year Treasury yieldNegativeOct 14, 2026· Trader Talk
Ten-year Treasury yields between 5% and 5.5% represent a danger zone.
“somewhere between 5% and 5.5% is probably the danger zone.”
Listen at 11:59
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Institutional investment flowsPositiveOct 14, 2026· Trader Talk
Recent institutional flows favored agentic AI, semiconductor-related companies, and healthcare.
“in the last few weeks, I think it's been attracted to, you know, the AI, agentic AI names, clearly meta, clearly the CPU companies that would support agentic AI and then healthcare.”
Listen at 14:17
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on AI in healthcarePositiveOct 14, 2026· Trader Talk
AI may accelerate drug development and improve healthcare.
“you also have optimism around AI and what it can do to the pace of drug development and health care improvements.”
Listen at 14:52
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Financial marketsNegativeOct 14, 2026· Trader Talk
The market is currently in a fragile position.
“I think the market is in a very fragile position now.”
Listen at 17:19
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Justin Bergner's portfolio positioningNegativeOct 14, 2026· Trader Talk
Bergner expects to maintain a modestly defensive portfolio stance.
“I've been modestly defensive for a few quarters and I expect to continue to be.”
Listen at 21:11
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on S&P 500NeutralOct 14, 2026· Trader Talk
The S&P 500 will end the year near its current level.
“More or less right here.”
Listen at 23:02
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB

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.