What podcasts say about Ozan Korman Tarman

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

What Ozan Korman Tarman has said on podcasts

11 statements · 8 positive · 3 negative

on ECB TPI interventionPositiveOct 6, 2026· Bloomberg Surveillance
Markets expect ECB TPI intervention if French stress worsens.
“at the end, everybody, maybe in a cute way, expecting that TPI, that intervention to come if things get worse.”
Listen at 15:15
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on ECB intervention in French crisisPositiveOct 6, 2026· Bloomberg Surveillance
The ECB will prevent France’s crisis from becoming fully systemic.
“ECB won't let it become too systemic.”
Listen at 16:01
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on French fiscal stressNegativeOct 6, 2026· Bloomberg Surveillance
French fiscal stress may spread into European credit markets and banks.
“It may spread into European credit. It may spread into European banks.”
Listen at 17:14
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on euroNegativeOct 6, 2026· Bloomberg Surveillance
The euro is expected to fall to 1.09 before reaching 1.15.
“Most people do see it going to 1.09 before 1.15.”
Listen at 18:13
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on euroNegativeOct 6, 2026· Bloomberg Surveillance
Current market conditions favor short-euro positions.
“the wind is with short euro.”
Listen at 18:29
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on U.S. exceptionalismPositiveOct 6, 2026· Bloomberg Surveillance
U.S. economic and market outperformance relative to Europe continues.
“US exceptionalism continues.”
Listen at 19:30
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on Latin AmericaPositiveOct 6, 2026· Bloomberg Surveillance
Latin American markets have further upside.
“I think that has legs to go, Latin America.”
Listen at 19:52
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on Long Latin America, short Asia tradePositiveOct 6, 2026· Bloomberg Surveillance
Long Latin America and short Asia should continue delivering returns.
“Overall, long LATAM, short Asia, sometimes consensus is right. I think the people believe in that trade and it will continue to deliver.”
Listen at 20:13
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on S&P 500PositiveOct 6, 2026· Bloomberg Surveillance
The S&P 500 will reach 8,200 before falling to 7,400.
“I think we see 8,200 before 7,400.”
Listen at 21:06
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on Congressional gridlockPositiveOct 6, 2026· Bloomberg Surveillance
Congressional control split between parties would benefit markets.
“If we get your splits, I think market would love it.”
Listen at 22:34
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies
on Scott Bessent Treasury issuance policyPositiveOct 6, 2026· Bloomberg Surveillance
Scott Bessent will reduce Treasury issuance at the long end, following Yellen’s approach.
“I think he will do a Yellen, even though he kept criticizing Yellen and issue less on the long end.”
Listen at 23:20
Open the episode · Risk Cycles Across Equities, Bonds, and Currencies

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.