What podcasts say about Justin Wolfers

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

What Justin Wolfers has said on podcasts

9 statements · 1 positive · 5 negative · 3 neutral

on Fed interest ratesNeutralOct 1, 2026· Prof G Markets
Markets raised the probability of unchanged Fed rates to roughly 60%.
“the chance that they keep rates where they are has gone from being about 50/50 to being maybe 60/40.”
Listen at 19:08
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on Long-term bond yields and the FedNegativeOct 1, 2026· Prof G Markets
Long-term bond-market movements are unrelated to the Fed.
“I don't think anything going on with the long end of the bond market's got anything to do with the Fed.”
Listen at 23:35
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on Long-term bond yieldsNeutralOct 1, 2026· Prof G Markets
Long-term bond yields should be analyzed through factors other than Fed policy or inflation.
“it basically says to me, if you want to talk about— there's one big story of the day, what's going on with long-term bonds. If you want to talk about that, stop talking about the Fed. In fact, stop talking about inflation.”
Listen at 24:42
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on AI buildoutPositiveOct 1, 2026· Prof G Markets
AI investment is substantially increasing demand for loans.
“an AI buildout, big increase in the demand for loans, billions, hundreds of billions.”
Listen at 26:10
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on US federal deficitNegativeOct 1, 2026· Prof G Markets
The United States has its largest postwar non-recession deficit.
“we're running the largest postwar non-recession deficit in American history.”
Listen at 27:01
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on Loan-market demand and supplyNeutralOct 1, 2026· Prof G Markets
Loan demand and supply provide the simplest explanation for rising yields.
“I really think the simple demand and supply story's the easiest way there.”
Listen at 28:10
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on US fiscal crisis riskNegativeOct 1, 2026· Prof G Markets
US debt-repayment and fiscal-crisis risks remain tiny despite increasing.
“I think those risks have gone from infinitesimal to tiny, but the stakes are really high.”
Listen at 28:53
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on US fiscal repairNegativeOct 1, 2026· Prof G Markets
Fiscal repair in the United States is unlikely soon.
“no one sees fiscal repair coming anytime soon.”
Listen at 29:01
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on Interest rateNegativeOct 1, 2026· Prof G Markets
Interest rates will remain high for a very long time.
“the interest rate, which is the price of loans, is going to be high for a very long time.”
Listen at 29:09
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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.