What podcasts say about Katie Martin
Every statement, with the speaker, the exact quote and the moment it was said.
What Katie Martin has said on podcasts
17 statements · 3 positive · 14 negative
CoreWeave’s high CDS spread signals costly default protection demand.
“1,100 basis points is a lot, and it's not good, and it means that investors are willing to pay up quite a lot of money to protect themselves in the event that Corweave defaults on its bonds.”
Open the episode · The AI boom stumblesListen at 10:23
Credit-default swap costs have risen across technology bonds.
“there's also been a big pickup in CDS across all of these different tech bonds.”
Open the episode · The AI boom stumblesListen at 12:33
Investors should buy high-quality government bonds as protection.
“buy government bonds. Like, you know, good, safe government bonds that are definitely going to pay you back.”
Open the episode · The AI boom stumblesListen at 15:40
Investors are buying low-technology equity markets to hedge an AI-trade collapse.
“one way that investors say they are protecting themselves for the event that the AI trade goes belly up is to buy into parts of the global stock market that have just not got very much tech in them.”
Open the episode · The AI boom stumblesListen at 17:05
Investors may shift allocations from government bonds into hyperscaler debt.
“Maybe I'll just put 80 of it in government bonds and 20 of it into this other pot instead.”
Open the episode · Hyperscale my debt!Listen at 13:37
Diversified, low-cost investing is the easiest way to invest in stock markets.
“By far, the easiest way to invest in stock markets is to spread your bets and keep your costs low.”
Open the episode · An ode to stock pickingListen at 0:07
Many UK people have weak financial management and no pension provision.
“an alarming number of people have a seriously weak grip on their money. And in particular, a lot of people have no pension at all.”
Open the episode · Dear Brits, please save moreListen at 0:12
Weak UK pension provision could create a future economic cliff edge.
“It's a potential cliff edge for people and you do have to wonder what it all means for the future of our economy.”
Open the episode · Dear Brits, please save moreListen at 0:26
Markets increased the implied September Fed rate-hike probability from one-third to two-thirds
“before he spoke, there was about a one in three chance implied through markets that the Fed would raise rates in September. Now it's about a two thirds chance that's priced in.”
Open the episode · Warsh and peaceListen at 8:38
The US 10-year Treasury yield reached 4.8%
“the US 10-year yield is now up at 4.8%”
Open the episode · Warsh and peaceListen at 9:45
Governments globally are borrowing excessively
“governments are borrowing too much damn money”
Open the episode · Warsh and peaceListen at 12:07
Heavy government borrowing is pushing bond investors to demand higher compensation
“governments are leaning really hard on the bond market and the bond market is saying, look, we're not just like a cash machine. You're going to have to pay us for this.”
Open the episode · Warsh and peaceListen at 12:42
Data centers consume substantial resources and create relatively few jobs
“They eat water. They eat electricity. They take your job. They take your job. They don't employ that many people.”
Open the episode · Warsh and peaceListen at 20:16
Data-center companies cannot complete planned construction because of local opposition
“all this money that these companies have borrowed to build the data centers. Now they can't get the data centers built”
Open the episode · Warsh and peaceListen at 20:42
The bond market is in a serious conflict that could create broad trouble if unresolved.
“a proper battle has broken out in the bond market and if we don't find a way out of it, we're all in trouble”
Open the episode · Bombing the bond marketListen at 1:16
The US 30-year Treasury yield is roughly at its highest level since 2001.
“the 30 year yield, the 30 year borrowing cost is up. roughly the highest level since 2001.”
Open the episode · Bombing the bond marketListen at 12:53
Katie Martin says bond-market stress will appear in currency markets if bonds absorb none of it.
“If the stress can't come through in bonds, then it will come through in the currency.”
Open the episode · Bombing the bond marketListen at 21:27
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.