What podcasts say about Michael Reinking

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

What Michael Reinking has said on podcasts

13 statements · 9 positive · 4 negative

on Retail investorsPositiveOct 14, 2026· Trader Talk
Retail investor activity has remained elevated since the pandemic.
“coming out of the pandemic, right? We are seeing a much more active retail investor that has stuck at something that I don't think a lot of people had really expected.”
Listen at 1:01
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Retail investorsPositiveOct 14, 2026· Trader Talk
Retail investors may increasingly become market price setters.
“you almost can start to make a case that kind of retail becomes kind of that price setter”
Listen at 1:32
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Artificial IntelligenceNegativeOct 14, 2026· Trader Talk
AI is inflationary in the near term.
“in the near term, it is an inflationary factor.”
Listen at 7:44
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Market correlationsNegativeOct 14, 2026· Trader Talk
Rising market correlations after a negative catalyst could worsen market conditions.
“if you kind of get some sort of negative catalyst where you start to see kind of correlations pick up that's where things could get a little more dicey from a from a market perspective”
Listen at 13:53
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Midterm electionsNegativeOct 14, 2026· Trader Talk
Market volatility tends to increase before midterm elections.
“you do tend to see more volatility kind of in that September, October time frame heading into midterm elections.”
Listen at 18:17
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Midterm electionsPositiveOct 14, 2026· Trader Talk
The strongest three quarters of presidential-cycle returns follow midterm elections.
“The best three quarters of returns come right following midterm elections.”
Listen at 18:26
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Midterm electionsPositiveOct 14, 2026· Trader Talk
Markets have historically been higher one year after midterm elections.
“markets have always been higher one year later.”
Listen at 18:52
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Stock correlationsNegativeOct 14, 2026· Trader Talk
Higher stock correlations would increase index-level volatility.
“if you start to see correlations pick up, that's when you're going to start to see kind of the index volatility move higher.”
Listen at 20:34
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on S&P 500 earningsPositiveOct 14, 2026· Trader Talk
S&P 500 earnings growth is expected near 30% this year and double digits next year.
“you're looking at kind of 30 this year for the s p 500 mid double digits next year”
Listen at 21:56
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Corporate earningsPositiveOct 14, 2026· Trader Talk
The overall earnings backdrop is positive.
“in general, I think that kind of earnings backdrop is pretty positive.”
Listen at 22:37
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on S&P 500PositiveOct 14, 2026· Trader Talk
The S&P 500 will end the year around 7,800–7,900.
“I'd say like 7,800, 7,900.”
Listen at 23:05
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Corporate earningsPositiveOct 14, 2026· Trader Talk
Upcoming earnings are unlikely to look bad.
“it's hard to argue that earnings are going to necessarily look bad.”
Listen at 23:31
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB
on Hyperscaler cloud businessesPositiveOct 14, 2026· Trader Talk
Hyperscalers' cloud businesses are benefiting from their investment spending.
“you saw last quarter, you know, with kind of the cloud businesses that they have, that they really are actually benefiting, you know, from that perspective.”
Listen at 23:48
Open the episode · 101426_TT_Justin Bergner and Michael Reinking_WEB

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.