Marina Zavolock

What Marina Zavolock has said on podcasts

3 statements

1. on European stocksPositiveSep 15, 2026· Bloomberg Surveillance

   European equities trade at a 20% sector-neutral discount to U.S. equities.

   “Now it's about 20% like-for-like discount, sector neutral taking out MAC7, so more like-for-like comparison, 20%. At the peak, it was 40%.”

   Listen at 28:37

   Open the episode · AI Safety and Rising Yields
2. on European stocksPositiveSep 15, 2026· Bloomberg Surveillance

   European aggregate earnings are growing 19%, while median stocks grow 12%.

   “aggregate earnings growth for this year is now running at 19%. The median stock is doing 12.”

   Listen at 29:31

   Open the episode · AI Safety and Rising Yields
3. on Germany infrastructure and defense spendingNegativeSep 15, 2026· Bloomberg Surveillance

   Germany’s infrastructure spending is mostly social, while defense spending remains below target.

   “The infrastructure spent in Germany, we estimate two-thirds of it is going to social. The defense is happening, but running below target,”

   Listen at 30:31

   Open the episode · AI Safety and Rising Yields

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.