What podcasts say about Michael Gapen

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

What Michael Gapen has said on podcasts

8 statements · 2 positive · 6 negative

on U.S. inflation and cost of livingNegativeSep 25, 2026· Bloomberg Surveillance
Second-round energy effects will keep inflation and living costs concerning in 2027.
“it's increasingly likely we're going to get second round effects that mean inflation, affordability, the cost of living remains a concern in 2027.”
Listen at 3:32
Open the episode · Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways
on AI spending growthNegativeSep 25, 2026· Bloomberg Surveillance
AI spending growth will slow in 2027, weakening the AI investment narrative.
“we think it'll be coming in 2027 where some of the edge comes off of the narrative.”
Listen at 4:36
Open the episode · Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways
on Federal Reserve interest-rate hikesNegativeSep 25, 2026· Bloomberg Surveillance
Markets are pricing three to four additional interest-rate hikes.
“markets are pricing in three to four additional hikes”
Listen at 5:31
Open the episode · Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways
on Hyperscaler spending and borrowingNegativeSep 25, 2026· Bloomberg Surveillance
Higher yields are unlikely to slow hyperscaler spending and borrowing.
“It's very unlikely higher yields will slow down the rate of hyperscaler spending and borrowing.”
Listen at 5:41
Open the episode · Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways
on U.S. consumer resilience and economic growthPositiveSep 25, 2026· Bloomberg Surveillance
U.S. consumer resilience is supporting strong economic growth.
“the resiliency argument around us growth has been strong.”
Listen at 6:57
Open the episode · Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways
on Diesel prices and transportation costsNegativeSep 25, 2026· Bloomberg Surveillance
Diesel-driven transportation costs will continue straining household finances.
“we do think it's something maybe we won't see it like up front but it'll be there in a way that i think continues to stretch the pocketbooks of the economy and the average american”
Listen at 8:14
Open the episode · Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways
on AI SpendingNegativeSep 25, 2026· Bloomberg Surveillance
A slowdown in AI spending would harm the U.S. economy.
“a slowdown. in that spending would be a problem for the economy.”
Listen at 9:22
Open the episode · Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways
on Buffered and target-outcome fundsPositiveSep 25, 2026· Bloomberg Surveillance
The fund manager oversees $75 billion across more than 100 fund versions.
“we manage $75 billion across more than 100 versions of these funds.”
Listen at 38:09
Open the episode · Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways

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.