What podcasts say about Michael Lebowitz
Every statement, with the speaker, the exact quote and the moment it was said.
What Michael Lebowitz has said on podcasts
94 statements · 41 positive · 36 negative · 7 mixed · 10 neutral
Markets will generally rise through the rest of the year
“Generally, I do think we trend upward through the rest of the year.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 1:00
Next year poses greater market risk than the next few months
“I'm more worried about next year than the next couple months.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 1:17
A hedge fund may have failed or faced forced margin covering
“a hedge fund. went belly up or was forced to cover margin.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 4:10
AI data centers will continue being built because they are valuable
“we're going to have data centers they're far too valuable”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 5:38
Current data-center construction cannot satisfy demand quickly enough
“They can't build them fast enough as is.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 7:27
Evidence for an AI-bubble crash remains limited; the decline looks technical
“there's very little evidence and all this kind of the way it all happened around the election and and just leads me to believe that this was a technical issue”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 9:17
The Nasdaq decline represents consolidation rather than necessarily a correction
“it's not necessarily a correction, it's a consolidation.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 15:04
Major hyperscalers can sustain AI investment using non-AI earnings
“these companies, these hyperscalers, they're making so much money outside of AI. They can support this.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 16:13
Calling a top in the AI trend is currently premature
“When you want to call the top on that, Right now, it seems a little premature.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 16:29
Broad market selling could signal a regime change
“if it's selling off where it's all the whole market selling off, that may start to tell us that there's a regime change”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 19:49
Recent rate increases will have larger economic effects next year
“Next year is when the interest rate increases we've had over the last five months start having a bigger and bigger impact.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 21:31
Reacting immediately to expected events can be dangerous for investors
“it can be very dangerous to react to it”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 24:20
Beaten-down technology stocks offered a favorable return skew
“the skew of returns at last night seemed much more positive.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 27:46
One strong monthly jobs report does not establish a labor-market trend
“One month does not make a trend.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 29:31
The labor market is currently stagnant with little hiring or firing
“right now it's a very stagnant labor market. No hire, no fire”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 30:35
The Federal Reserve will likely raise rates at its next meeting
“I suspect they will hike”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 32:06
Continued Federal Reserve hikes could push bond prices higher
“if the Fed keeps hiking, bonds could keep rising.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 33:48
Long-term bonds have reacted positively to recent Federal Reserve hikes
“my bet is that and we've seen it already that bond, the long run has really reacted positively to the last Fed hike”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 33:52
Treasury prices may have bottomed while yields may have peaked
“I think we may have bottomed in price, topped in yield”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 38:02
Higher borrowing yields eventually create conditions for lower yields
“higher yields beget lower yields.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 39:16
Investors should consider adding exposure to bonds yielding above 5%
“Why not add or at least have some exposure to bonds that pay five, five plus percent?”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 42:04
“If yields go up to about 610, 620 in one year, you're break even.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 45:45
A five-year bond could return about 9% if yields fall to 4%
“If yields drop to 4%, you'll get your 5% coupon and you'll make 4, 4.5%, you'll make, call it 9%.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 45:57
Six-percent yields could eventually lead to four-percent yields
“So 6% begets 4%.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 46:35
Bonds offer a reasonable probability of decent returns for part of a portfolio
“it makes a lot of sense for someone to, you know, for someone that wants part of their portfolio to just be. you know, a nice, solid, not going to say no lose bet, but decent probability of earning a decent return.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 47:59
Seven- to eight-percent yields would indicate severe economic problems
“if yields keep going to seven, eight percent, we got much bigger problems.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 51:23
Holding the bond to maturity produces a 5% annual return
“If you hold it to maturity, you're going to make five percent a year.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 51:51
Municipal bonds can offer additional yield over Treasuries
“you can pick up additional yield over treasuries just like corporates.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 54:35
Municipal bonds are less liquid than corporate bonds and Treasuries
“there's a little bit of illiquidity in municipal bonds.”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 55:09
CCC-rated corporate debt is showing more concerning stress
“what is a little more disturbing is triple c”
Open the episode · More Market Bloodshed To Come? | Michael LebowitzListen at 1:00:27
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.