What podcasts say about Kate Moore

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

What Kate Moore has said on podcasts

12 statements · 10 positive · 2 negative

on Equity market dispersionPositiveOct 7, 2026· Closing Bell
Equity dispersion indicates a healthy market.
“The fact that there is a separation between near-term winners and losers, I think that's a sign of a healthy market.”
Listen at 4:13
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Semiconductors and security softwarePositiveOct 7, 2026· Closing Bell
Semiconductors and security software are strong durable investment themes.
“These are incredibly strong, durable themes in our view.”
Listen at 4:33
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Technology adoption by companiesPositiveOct 7, 2026· Closing Bell
Companies embracing technology have stronger growth prospects.
“the winners, the companies that are putting up better revenue growth, who have better prospects, are the ones who are embracing technology right now.”
Listen at 5:02
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Bond yieldsNegativeOct 7, 2026· Closing Bell
Capital competition, growth, and deficits will limit declines in bond yields.
“all the things that are in place, the competition for capital, the strong growth environment, the fiscal deficits, I think that's all going to put a floor on yields coming lower.”
Listen at 6:13
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Small-cap stocksNegativeOct 7, 2026· Closing Bell
Small-cap underperformance is appropriate given growth and policy expectations.
“a backup on small, especially relative to large, is appropriate for where the growth cycle is and where our expectations on policy are.”
Listen at 6:53
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Commodities and industrial metalsPositiveOct 7, 2026· Closing Bell
Commodities and industrial metals provide portfolio diversification.
“we've been looking at commodities. We've actually had a very strong commodity industrial metal theme for the better part of this year.”
Listen at 7:47
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on CommoditiesPositiveOct 7, 2026· Closing Bell
Commodities are being used to diversify portfolios.
“we've been looking at commodities”
Listen at 7:47
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on GoldPositiveOct 7, 2026· Closing Bell
Gold has performed well as a substitute for duration.
“Last year, I added gold as a substitute for duration. So that's performed very well.”
Listen at 7:53
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Short-duration investmentsPositiveOct 7, 2026· Closing Bell
Investors should maintain short-duration exposure.
“We've stayed short duration, and I think that makes sense.”
Listen at 8:19
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Corporate resiliencePositiveOct 7, 2026· Closing Bell
Corporate resilience supports companies’ ability to protect profits.
“do not bet against corporate resilience and the ability of companies to toggle up and toggle down their businesses in order to achieve the bottom line.”
Listen at 9:24
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Corporate earnings growthPositiveOct 7, 2026· Closing Bell
Double-digit earnings growth is likely over the next couple quarters.
“for the next couple quarters, I think that's in store.”
Listen at 9:38
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on corporate earnings growthPositiveOct 7, 2026· Closing Bell
Double-digit earnings growth is likely over the next couple quarters.
“for the next couple quarters, I think that's in store”
Listen at 9:38
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26

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.