LK

Luke Kawa

Person

Heard in 2 episodes across 2 shows since Oct 2026

Luke Kawa is a financial markets journalist and the Head of Markets at Sherwood News. He previously worked as an investing reporter for The Globe and Mail and at UBS Asset Management, and is known for writing about macroeconomics, policy, rates, volatility, and investment markets.

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Episodes

2
across 2 shows

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20262

What Luke Kawa has said on podcasts

17 statements

  1. on AI-driven growthMixedOct 1, 2026· Odd Lots

    Market pricing increasingly depends on AI continuing to drive growth

    “the pricing to me just looks like more and more betting on a singular factor to be able to drive growth”

    Listen at 6:22

    Open the episode · Everything in Markets Is Now Moving Incredibly Fast
  2. on Russell 1000 stock valuationsNeutralOct 1, 2026· Odd Lots

    Current valuations primarily reflect expectations for sales three years ahead

    “The real bet on what you're willing to pay for is the kind of 3 years out thing.”

    Listen at 12:19

    Open the episode · Everything in Markets Is Now Moving Incredibly Fast
  3. on Hyperscaler spendingPositiveOct 1, 2026· Odd Lots

    Hyperscaler spending currently constitutes most of the AI investment trade

    “right now that is a huge, huge chunk of the trade, the bulk of the trade.”

    Listen at 14:07

    Open the episode · Everything in Markets Is Now Moving Incredibly Fast
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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.

Episodes

2 episodes featuring Luke Kawa, newest first

Luke Kawa · PodLume