What podcasts say about Peter Tchir
Every statement, with the speaker, the exact quote and the moment it was said.
What Peter Tchir has said on podcasts
16 statements · 5 positive · 6 negative · 1 mixed · 4 neutral
Markets require tangible energy-negotiation progress and shipments before becoming comfortable
“we need to see real progress on this and real shipments to really get comfortable”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 2:53
Oil prices could rise further
“I would think in oil prices, I think that could go a bit higher”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 3:03
Bonds have already priced in substantial expectations
“I think bonds have already priced in a lot”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 3:25
Thin liquidity and algorithmic trading drive market correlations
“liquidity is very narrow and thin in a lot of these markets, and it's very algo-driven”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 3:39
Treasury buybacks are not fully aimed at lowering yields
“This is not all in trying to get the yields down”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 4:51
Iran negotiations are unlikely to produce meaningful action
“it's really unlikely that we do anything”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 5:17
Ukraine increasingly uses domestically developed attack weapons
“the attack weapons that Ukraine is using are really almost homegrown at this stage”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 6:49
Diesel is currently dictating developments
“I think diesel is definitely dictating everything at this stage”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 7:19
U.S. export restrictions would be harmful over the longer term
“I would regret if we actually do... some sort of export restriction”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 7:26
Energy and energy-related infrastructure are highly attractive investments
“I'm getting extremely bullish on energy globally and anything that feeds on the energy, the ProSec”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 8:30
Energy infrastructure investment will be inflationary and weigh on bonds
“I think you can be bearish on bonds because that is going to be inflationary”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 8:43
Global inflation will struggle to remain below 2.5%
“I think it's going to be hard to get inflation under that 2.5% for long”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 8:49
AI and compute investment outcomes remain uncertain and separate from yields
“AI and compute, that's a separate conversation. I think that has nothing to do with yields or ProSec. That is, does this deliver or not? And that's still questionable, I think.”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 8:58
Tchir recommends continued purchases of BP, Royal Dutch Shell, and Total
“I'm long and will continue to buy BP, Royal Dutch Shell, Total”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 9:11
Canadian energy companies are likely to perform well
“I think Canadian energy does well”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 10:03
China has had the strongest energy policy among major countries
“China, unfortunately, had the best energy policy”
Open the episode · Bloomberg Surveillance TV: September 25th, 2026Listen at 10:36
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.