Kevin Gordon

What Kevin Gordon has said on podcasts

17 statements

1. on U.S. nominal GDP growthPositiveAug 21, 2026· Bloomberg Surveillance

   Nominal GDP growth reflects the AI boom.

   “6.5% year-over-year growth in nominal GDP is, you know, I think a very, sort of very indicative, of course, of what we're seeing in terms of the AI boom.”

   Listen at 2:41

   Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
2. on U.S. nominal growthPositiveAug 21, 2026· Bloomberg Surveillance

   The U.S. has entered a higher nominal-growth normal.

   “we have sort of entered this new normal where it's now more normal to see nominal growth of that kind versus what we saw pre-pandemic”

   Listen at 3:08

   Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
3. on U.S. overnight interest ratesNegativeAug 21, 2026· Bloomberg Surveillance

   Deficits, growth, and sticky inflation produce higher-for-longer rates.

   “All of these elements, you know, fuse together and you get a higher for longer interest rate world.”

   Listen at 4:08

   Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause

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.

• Oct 9, 2026Oil and Treasury yields test stocks before key sentiment dataSchwab Market Update AudioOct 9, 2026
• Sep 17, 2026Markets brace for the Fed’s first hike in three yearsSchwab Market Update AudioSep 17, 2026
• Sep 17, 2026Rate hikes test markets as Hormats urges a new U.S. strategyBloomberg SurveillanceSep 17, 2026
• Sep 16, 2026Markets brace for the Fed’s first hike since 2023Schwab Market Update AudioSep 16, 2026
• Sep 16, 2026Fed signals a longer fight against inflationBloomberg SurveillanceSep 16, 2026
• Sep 10, 2026PPI data tests rate-cut expectations as markets absorb fresh pressureSchwab Market Update AudioSep 10, 2026