What podcasts say about Mike Cutter
Every statement, with the speaker, the exact quote and the moment it was said.
What Mike Cutter has said on podcasts
10 statements · 9 positive · 1 negative
Bond yields could pull back after the Treasury auction.
“So I think you could see a pullback in rates from here going forward.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 21:36
More AI agents increase cybersecurity requirements.
“the more agents you have, the more cybersecurity that you need.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 24:54
Cybersecurity companies should gain value as AI agents proliferate.
“all of them should, in theory, increase in value with the more agentic forces that we see”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 25:15
Cloudflare handles 20% of global internet traffic or infrastructure.
“Cloudflare has 20% of the global internet.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 25:24
Palo Alto Networks is unsuitable for value-oriented buy-and-hold investors.
“for a buy and hold, it's probably not the best thing for a value investor.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 27:07
SpaceX’s debt-funded expansion is supportable because customers are already paying it.
“So I think if they didn't have a customer and they're just doing it for the hell of it, it would be worrisome. But I think the market will buy this one back.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 28:57
Ford is an attractive purchase in the current auto market.
“I'd be a buyer of Ford.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 35:21
Weight loss probably reduces biological age regardless of treatment.
“if you lose weight, if right now we all lost 20 pounds, our biological age probably is reduced.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 38:36
Investors should own Delta rather than another airline.
“So if you're going to own one, I would own Delta.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 41:39
Cloudflare is the speaker’s preferred cybersecurity stock.
“I'm going to stick with the NET as the symbol, Cloudflare.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 42:39
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.