What podcasts say about Mike Coe
Every statement, with the speaker, the exact quote and the moment it was said.
What Mike Coe has said on podcasts
6 statements · 2 positive · 2 negative · 2 neutral
Five- to thirty-year bonds now offer sufficient value to re-enter the market.
“that's why after six years, I finally said, OK, now's the time to start moving back into the bond market.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 17:13
Treasury maturities of five years and longer are fundamentally appropriately priced.
“Anywhere from five years on out, I think, is really, from a fundamental standpoint, is the appropriate levels for the interest rates.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 17:20
The zero-rate and money-printing era is over; current rates are normal.
“No, I think that era is over. And now what we're looking at is normal interest rates.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 18:57
A credit cycle is emerging first in CCC-rated debt.
“Yeah, I think you're going to start seeing a credit cycle, and you're seeing it in the lowest rated credits, in the CCC credits.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 19:46
Higher refinancing rates could eventually create problems for leveraged companies.
“I don't perceive that as a problem right now, but it's definitely on my radar watch list of things that could potentially be problematic.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 21:00
New-car market conditions drive used-car market conditions.
“new car market actually drives what happens with the used market.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 33:14
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.