← Kevin Simpson
What podcasts say about Kevin Simpson
Every statement, with the speaker, the exact quote and the moment it was said.
What Kevin Simpson has said on podcasts
5 statements · 2 positive · 1 negative · 2 mixed
Micron and Nvidia will generate one-third of S&P earnings growth in 2026.
“In 2026, Micron and Vidya will be a third of all our S&P earnings growth.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 13:01
Micron and Nvidia will account for 40% of S&P earnings growth in 2027.
“In 2027, those two companies will be 40% of all earnings growth in the S&P.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 13:06
Market divergence between technology and other stocks will persist until rates stabilize.
“I do think this bifurcation is going to continue until rates settle in”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 13:21
Earnings growth may prevent nontechnology stocks from reverting to historical multiples.
“the growth rate of earnings may mean that we don't have to go back to those historical multiples”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 16:58
Crypto exposure should remain small because cryptocurrency is highly volatile.
“I want to keep it small because it's so volatile.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 35:47
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.