What podcasts say about Kenneth Leon

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

What Kenneth Leon has said on podcasts

8 statements · 3 positive · 5 negative

on Bank stocksPositiveOct 12, 2026· Bloomberg Surveillance
Bank-stock valuations are more reasonable after their pullback.
“The bank stocks have pulled back. The valuation seemed more reasonable than they did before they started to correct in the middle of August.”
Listen at 11:29
Open the episode · Upward Pressure on Yields and Equities
on Large banksPositiveOct 12, 2026· Bloomberg Surveillance
Large banks face no apparent credit-quality risk in the third quarter.
“I don't see a risk, you know, for the large banks on credit quality in the third quarter.”
Listen at 14:31
Open the episode · Upward Pressure on Yields and Equities
on BanksPositiveOct 12, 2026· Bloomberg Surveillance
Banks may reduce headcount as efficiency improves through AI.
“The banks have clearly have a chance possibly for headcount reductions as they get more efficient.”
Listen at 16:01
Open the episode · Upward Pressure on Yields and Equities
on Convertible bond marketNegativeOct 12, 2026· Bloomberg Surveillance
Convertible issuance is currently proliferating.
“It's happening right now.”
Listen at 18:42
Open the episode · Upward Pressure on Yields and Equities
on Neocloud public-bond financingNegativeOct 12, 2026· Bloomberg Surveillance
Tightening public-market access may precede broader credit problems.
“if that's tightening then it's a sign that we may move upstream with a credit problem.”
Listen at 19:24
Open the episode · Upward Pressure on Yields and Equities
on Tail-risk fundsNegativeOct 12, 2026· Bloomberg Surveillance
Tail-risk hedges can lose 10–20% annually from carry costs.
“you might lose 10% a year, 20% a year, depending on how much leverage.”
Listen at 20:17
Open the episode · Upward Pressure on Yields and Equities
on Market internalsNegativeOct 12, 2026· Bloomberg Surveillance
Market internals have already experienced a crash resembling 1987.
“the market's already crashed internally. This is a 1987 crash.”
Listen at 21:14
Open the episode · Upward Pressure on Yields and Equities
on Home pricesNegativeOct 12, 2026· Bloomberg Surveillance
Homes are selling approximately 3–5% below asking prices.
“home prices were selling at that 3% to 5% discount. So we are still in that range.”
Listen at 35:54
Open the episode · Upward Pressure on Yields and Equities

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.