What podcasts say about Meghan Robson

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

What Meghan Robson has said on podcasts

14 statements · 8 positive · 4 negative · 2 neutral

on Corporate bond supplyNegativeSep 21, 2026· Bloomberg Surveillance
Corporate bond supply will continue and raise credit spreads.
“we think the supply continues and that um it starts to uh raise the floor on spreads”
Listen at 16:11
Open the episode · Hawkish Central Banks
on Credit marketsNegativeSep 21, 2026· Bloomberg Surveillance
Credit would begin struggling after roughly five rate hikes.
“you'd need to see five hikes before credit really started to struggle”
Listen at 17:42
Open the episode · Hawkish Central Banks
on Software earningsPositiveSep 21, 2026· Bloomberg Surveillance
There is no evidence that AI has slowed software earnings.
“We're not seeing fundamental evidence that software earnings have started to slow from all of this new AI.”
Listen at 20:06
Open the episode · Hawkish Central Banks
on Investment-grade issuersPositiveSep 21, 2026· Bloomberg Surveillance
Investment-grade issuers can absorb three additional rate hikes.
“three rate hikes is something those issuers will be able to absorb.”
Listen at 21:16
Open the episode · Hawkish Central Banks
on European defense and aerospace infrastructure spendingPositiveSep 21, 2026· Bloomberg Surveillance
European defense and aerospace infrastructure spending will be significant to watch.
“some of the infrastructure spend related to the defense and aerospace industrial complex will be quite interesting to witness in Europe.”
Listen at 24:13
Open the episode · Hawkish Central Banks
on AI SpendingPositiveSep 21, 2026· Bloomberg Surveillance
AI and related capital expenditure remain the main growth engine.
“we still have that number one engine of growth being driven by AI and the CapEx related to that.”
Listen at 25:17
Open the episode · Hawkish Central Banks
on AI tradeNegativeSep 21, 2026· Bloomberg Surveillance
Investors are concerned that the AI trade could unwind.
“They're worried about an unwinding of the AI trade.”
Listen at 26:04
Open the episode · Hawkish Central Banks
on Data Center SpendingNegativeSep 21, 2026· Bloomberg Surveillance
Some data-center investments may become unsuitable as technology advances.
“I'm not entirely sure, given Moore's law.”
Listen at 27:19
Open the episode · Hawkish Central Banks
on North American luxury consumptionPositiveSep 21, 2026· Bloomberg Surveillance
North America is currently the strongest luxury-consumer region.
“the region that's the strongest is North America.”
Listen at 32:39
Open the episode · Hawkish Central Banks
on Gap comparable salesPositiveSep 21, 2026· Bloomberg Surveillance
Gap achieved 10% comparable-sales growth for two quarters.
“you look at a gap, which did 10% comps for the past two quarters.”
Listen at 34:00
Open the episode · Hawkish Central Banks
on The Home Depot, Inc.PositiveSep 21, 2026· Bloomberg Surveillance
A housing recovery would accelerate Home Depot.
“a return of housing. Anything where you see a housing pickup, the acceleration of Home Depot will be there.”
Listen at 36:06
Open the episode · Hawkish Central Banks
on Department-store closuresNeutralSep 21, 2026· Bloomberg Surveillance
Department-store closures are largely complete.
“Shutting stores, for the most part, you're pretty much done on shutting stores.”
Listen at 37:10
Open the episode · Hawkish Central Banks
on Nike board appointmentNeutralSep 21, 2026· Bloomberg Surveillance
Alexander Arnault joined Nike’s board.
“Alexander Arnault went on the board of Nike.”
Listen at 39:20
Open the episode · Hawkish Central Banks
on On shoesPositiveSep 21, 2026· Bloomberg Surveillance
On shoes are popular partly because they pair with suits.
“Why is on so popular? Because you can wear them with suits.”
Listen at 39:50
Open the episode · Hawkish Central Banks

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.