What podcasts say about Paul Hsiao

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

What Paul Hsiao has said on podcasts

9 statements · 2 positive · 2 negative · 1 mixed · 4 neutral

on Rates, inflation, and narrow equity performanceNegativeOct 21, 2026· UBS On-Air: Market Moves
Rates, inflation, and narrow equity performance signal late-cycle conditions before recession
“these are generally signs of late cycle conditions right before a recession”
Listen at 1:17
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 update
on Federal Reserve rate increasesNeutralOct 21, 2026· UBS On-Air: Market Moves
Current conditions resemble 1994, when Fed rate increases restrained inflation
“We think that it's more like the 1994 when the Fed was more primed during— to stymie inflation by raising rates.”
Listen at 1:24
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 update
on Alan GreenspanPositiveOct 21, 2026· UBS On-Air: Market Moves
“Greenspan was able to do that without causing a recession.”
Listen at 1:34
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 update
on Current economic cycleNeutralOct 21, 2026· UBS On-Air: Market Moves
Current conditions are not necessarily late-cycle
“there's no reason to think that we're necessarily in late cycle right now.”
Listen at 2:00
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 update
on Long-term economic cycleNeutralOct 21, 2026· UBS On-Air: Market Moves
Economic cycles have generally lengthened over time
“generally cycles have become longer and longer.”
Listen at 2:08
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 update
on Long-term economic cycleNeutralOct 21, 2026· UBS On-Air: Market Moves
Economic cycles do not necessarily end merely because they are old
“there's no reason that cycles can die of old age.”
Listen at 2:23
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 update
on Interest rateNegativeOct 21, 2026· UBS On-Air: Market Moves
Current interest rates are high enough to slow the economy
“rates are high enough where— high enough where it can slow the economy by removing accommodation.”
Listen at 2:29
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 update
on U.S. economyMixedOct 21, 2026· UBS On-Air: Market Moves
The economy will moderately decline in Q4 without causing a recession
“the economy, we think, will moderately decline going into Q4, but not necessarily slow down where it will cause a recession.”
Listen at 2:39
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 update
on Corporate earningsPositiveOct 21, 2026· UBS On-Air: Market Moves
Moderate economic decline without recession tends to support earnings
“that tends to be good for an earnings backdrop.”
Listen at 2:45
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 update

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.