What podcasts say about Melissa Lee

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

What Melissa Lee has said on podcasts

8 statements · 6 positive · 2 negative

on DurationNegativeOct 5, 2026· CNBC's "Fast Money"
Long-duration assets are currently unattractive.
“Duration is not your friend right now.”
Listen at 5:01
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on Technology stocksPositiveOct 5, 2026· CNBC's "Fast Money"
Technology is currently serving as the market’s flight-to-quality destination.
“the flight to quality is absolutely to tech”
Listen at 8:58
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on BanksPositiveOct 5, 2026· CNBC's "Fast Money"
Banks should trade at higher valuations than they currently do.
“I think banks should be trading better than they do.”
Listen at 11:30
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on US TreasuriesPositiveOct 5, 2026· CNBC's "Fast Money"
Treasuries offer potentially attractive total returns over the next six months.
“there is a total return component of buying some treasuries right now that I think will be interesting for the next six months”
Listen at 17:17
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on Energy equitiesPositiveOct 5, 2026· CNBC's "Fast Money"
Energy equities offer upside that the market has not fully priced.
“there's a chance to be buying upside in energy names that the market is not pricing in”
Listen at 21:11
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on ChipotleNegativeOct 5, 2026· CNBC's "Fast Money"
Chipotle is unattractive at 27 times forward earnings amid core-business pressure.
“I don't think at 27 times forward in the environment we're in, especially when there's a lot more pressure on their core business, that I want to be going out and chasing this thing.”
Listen at 23:22
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on BrazilPositiveOct 5, 2026· CNBC's "Fast Money"
A more market-friendly Brazilian government would strengthen Brazil’s currency and credit profile.
“what it does translate into is a stronger currency, a stronger at least credit profile of the country”
Listen at 36:50
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
on EEMPositiveOct 5, 2026· CNBC's "Fast Money"
EEM is the recommended final trade.
“EEM.”
Listen at 42:21
Open the episode · Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26

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.