What podcasts say about Max Kettner

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

What Max Kettner has said on podcasts

14 statements · 4 positive · 6 negative · 1 mixed · 3 neutral

on Equity and credit risk premiumsMixedOct 12, 2026· Closing Bell
Compressed multiples and risk premiums have created very negative sentiment.
“that actually does set us up. But pretty bad sentiment, I would say.”
Listen at 5:14
Open the episode · Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26
on Investor sentimentNegativeOct 12, 2026· Closing Bell
Investors are overly skeptical ahead of the earnings season.
“for an earnings season where I think, once again, people are a little offside, people are a little too skeptical”
Listen at 5:18
Open the episode · Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26
on Bond yields and stock-market breadthPositiveOct 12, 2026· Closing Bell
Calmer bond yields would support broader stock-market performance.
“if bond yields do calm down a bit, if we don't see... further spikes in interest rate while going forward.”
Listen at 5:45
Open the episode · Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26
on Q3 earnings beat ratePositiveOct 12, 2026· Closing Bell
Third-quarter earnings beat rates will not be materially weaker than second-quarter rates.
“I'd be very, very surprised if Q3 was materially weaker than Q2. We might even match Q2.”
Listen at 6:13
Open the episode · Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26
on Non-semiconductor sectorsPositiveOct 12, 2026· Closing Bell
Non-semiconductor sectors have likely suffered excessive recent declines.
“it's actually also the other sectors that perhaps have suffered a little bit too much in the last two months.”
Listen at 6:29
Open the episode · Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26
on AI investmentsPositiveOct 12, 2026· Closing Bell
AI investment raises the structural floor for nominal GDP growth.
“a lot of that is because of AI investment. And that just lifts us to a new floor in terms of nominal GDP growth”
Listen at 7:26
Open the episode · Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26
on Fiscal supportNegativeOct 12, 2026· Closing Bell
Much of this year’s fiscal support will not recur in 2027.
“a lot of that fiscal support will not repeat in 2027.”
Listen at 8:35
Open the episode · Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26
on economic growthNegativeOct 12, 2026· Closing Bell
Reduced fiscal support may produce initial negative economic surprises.
“that actually might mean some first negative economic surprises coming.”
Listen at 8:43
Open the episode · Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26
on Federal Reserve September rate hikeNegativeSep 11, 2026· Bloomberg Surveillance
A 0.3% core CPI reading would require the Fed to hike in September.
“if you get something like 0.3%, that's a fairly balanced. 0.3% on core. I always look at the core inflation. You can pretty much see that the Fed is going to have to do a hike in September.”
Listen at 3:00
Open the episode · CPI and National Security since 9/11
on Producer Price IndexNeutralSep 11, 2026· Bloomberg Surveillance
PPI should not be treated as a direct Federal Reserve signal.
“you have to be really careful before you start interpreting that as as a. as a Fed signal per se”
Listen at 5:12
Open the episode · CPI and National Security since 9/11
on Long-end yield pricingNeutralSep 11, 2026· Bloomberg Surveillance
Energy conditions and uncertainty about Warsh drive long-end yield pricing.
“the long end of the curve, in my view, is driven by two things more so than the debt, which one is the energy story, as you said, and the other one is market uncertainty about what Warsh wants to do”
Listen at 5:22
Open the episode · CPI and National Security since 9/11
on Kevin Warsh monetary-policy reaction functionNegativeSep 11, 2026· Bloomberg Surveillance
Warsh has not clearly articulated how policy responds to calm inflation.
“The problem with Warsh is he wants to have that. He wanted to actually have that optionality, and he wasn't able to really necessarily articulate what does he do in a situation. where inflation comes in relatively calmly.”
Listen at 8:50
Open the episode · CPI and National Security since 9/11
on Kevin Maxwell WarshNegativeSep 11, 2026· Bloomberg Surveillance
Warsh has not adequately explained why the Fed should hike rather than hold.
“Why hike now? It's a question and not something that Warsh has really been able to, has really discussed. Why not hold?”
Listen at 9:18
Open the episode · CPI and National Security since 9/11
on Kevin Maxwell WarshNeutralSep 11, 2026· Bloomberg Surveillance
Warsh should clarify which scenarios would produce a hold or hike.
“He needs to, if he wants to have optionality, provide a much more fulsome picture of which scenarios could lead to a hold, which scenarios could lead to a hike.”
Listen at 9:40
Open the episode · CPI and National Security since 9/11

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.