What podcasts say about Kevin Gordon

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

What Kevin Gordon has said on podcasts

17 statements · 7 positive · 9 negative · 1 mixed

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
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
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
on Treasury YieldsNegativeAug 21, 2026· Bloomberg Surveillance
Higher-for-longer conditions make long-end yields difficult to reduce.
“it's very, very hard to pull down yields in that environment, especially, of course, at the long end.”
Listen at 4:13
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Great ModerationNegativeAug 21, 2026· Bloomberg Surveillance
Markets have definitively exited the Great Moderation era.
“we have sort of exited definitively this great moderation era”
Listen at 5:31
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Equity (finance)NegativeAug 21, 2026· Bloomberg Surveillance
Rising yields put downward pressure on equities.
“when yields are rising, that's putting downward pressure on equities”
Listen at 5:53
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Current equity market leadersPositiveAug 21, 2026· Bloomberg Surveillance
Today’s equity leaders differ from the 1990s because they have earnings.
“when you do look at the factor in the equity market that was most correlated with strong performance in the late 90s into the peak. it was negative earnings. That is not the case today.”
Listen at 7:33
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Corporate cash relative to market capitalizationNegativeAug 21, 2026· Bloomberg Surveillance
Corporate cash is small relative to market capitalization history.
“the total cash position today is quite small relative to history.”
Listen at 8:42
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Small-cap stocksNegativeAug 21, 2026· Bloomberg Surveillance
Investors should not allocate everything to small caps.
“Not to say that you should just back up the truck and load everything into small caps”
Listen at 9:10
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Jobless claimsPositiveAug 21, 2026· Bloomberg Surveillance
Jobless claims have been the best post-pandemic labor indicator.
“jobless claims have been the best labor indicator in this post-pandemic cycle”
Listen at 10:21
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on China oil importsMixedAug 21, 2026· Bloomberg Surveillance
China’s import activity could be a major oil-market price swing factor.
“China sort of flip that back on and to see what they do with that, I think will be crucial in terms of the oil, the oil market for the rest of the year”
Listen at 14:30
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
on Young investorsNegativeAug 21, 2026· Bloomberg Surveillance
Young investors may take substantial investment risks unknowingly.
“there's a lot of risk taking involved that they may not be aware of”
Listen at 30:54
Open the episode · Bloomberg Money: Bond Moves, Social Security and the US Open
on 2021 meme-stock crazeNegativeAug 21, 2026· Bloomberg Surveillance
The 2021 meme-stock wealth strategy ended poorly.
“that meme stock craze”
Listen at 31:08
Open the episode · Bloomberg Money: Bond Moves, Social Security and the US Open
on Housing AffordabilityNegativeAug 21, 2026· Bloomberg Surveillance
Housing is financially out of reach for many younger people.
“housing is frozen for a huge chunk of younger people, out of reach”
Listen at 32:11
Open the episode · Bloomberg Money: Bond Moves, Social Security and the US Open
on Bond marketPositiveAug 21, 2026· Bloomberg Surveillance
The bond backdrop is favorable below the long end of the curve.
“the bond backdrop is favorable, maybe not necessarily out to the long end in the 10-year”
Listen at 33:36
Open the episode · Bloomberg Money: Bond Moves, Social Security and the US Open
on U.S. stock market breadthPositiveAug 21, 2026· Bloomberg Surveillance
Broad market participation does not necessarily signal a massive market decline.
“it's not necessarily portending some massive drop in the market”
Listen at 35:23
Open the episode · Bloomberg Money: Bond Moves, Social Security and the US Open
on Content creator workPositiveAug 21, 2026· Bloomberg Surveillance
Content creator is increasingly viewed as a potential full-time job.
“content creator is sort of rising up the list of potential for a job and for a full-time job”
Listen at 36:26
Open the episode · Bloomberg Money: Bond Moves, Social Security and the US Open

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.