Preston Caldwell

Person

Heard in 2 episodes across 1 show since Oct 2026

Preston Caldwell is Morningstar’s chief U.S. economist, known for analyzing macroeconomic trends, monetary policy, inflation, and economic forecasts.

Episodes

across 1 show

First heard

Oct 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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9 statements

on Artificial IntelligenceNegativeOct 15, 2026· The Morning Filter
AI is currently the largest factor keeping interest rates above pre-pandemic levels.
“AI, in my view, is the biggest factor why interest rates are so considerably elevated above pre-pandemic levels.”
Listen at 23:10
Open the episode · What’s Ahead for Stocks this Quarter—and Where to Invest
on 10-year Treasury yieldPositiveOct 15, 2026· The Morning Filter
Federal Reserve easing will drive the 10-year Treasury yield to 3.5% by 2029.
“I expect the Fed to loosen monetary policy, sufficient to drive the 10-year Treasury yield down to 3.5% in 2029”
Listen at 26:14
Open the episode · What’s Ahead for Stocks this Quarter—and Where to Invest
on AI and productivity growthPositiveOct 15, 2026· The Morning Filter
AI will sustain the recent strong rate of productivity growth.
“I do expect AI to sustain the strong growth rate and productivity that we've seen”
Listen at 30:26
Open the episode · What’s Ahead for Stocks this Quarter—and Where to Invest

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.

2 episodes featuring Preston Caldwell, newest first