What podcasts say about Preston Caldwell

What Preston Caldwell has said on podcasts

9 statements · 4 positive · 5 negative

1. 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
2. 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
3. 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
4. on U.S. labor marketPositiveOct 15, 2026· The Morning Filter

   The labor market is not currently pushing inflation above the Federal Reserve’s target.

   “the labor market is providing no impulse to inflation above the Fed's target at all right now”

   Listen at 31:49

   Open the episode · What’s Ahead for Stocks this Quarter—and Where to Invest
5. on AI productivity impactNegativeOct 15, 2026· The Morning Filter

   AI has not yet produced a large productivity boost.

   “I don't think AI is a big boost to productivity”

   Listen at 32:56

   Open the episode · What’s Ahead for Stocks this Quarter—and Where to Invest
6. on AI boom and U.S. bond yieldsNegativeOct 15, 2026· The Morning Filter

   The AI boom is the major factor driving U.S. bond yields higher.

   “the AI boom”

   Listen at 37:16

   Open the episode · What’s Ahead for Stocks this Quarter—and Where to Invest
7. on U.S. government debt crisis riskNegativeOct 15, 2026· The Morning Filter

   U.S. bond-yield increases are not primarily explained by government-debt crisis risk.

   “for the U.S., this story doesn't make a lot of sense”

   Listen at 37:32

   Open the episode · What’s Ahead for Stocks this Quarter—and Where to Invest
8. on AI boost and interest ratesPositiveOct 15, 2026· The Morning Filter

   A fading AI boost would cause a major correction in interest rates.

   “if this AI boost fades, then I think we will see a major correction in interest rates”

   Listen at 41:15

   Open the episode · What’s Ahead for Stocks this Quarter—and Where to Invest
9. on AI investment and white-collar employmentNegativeOct 15, 2026· The Morning Filter

   AI investment would require several million white-collar layoffs to generate sufficient labor savings.

   “We'd have to see several millions in layoffs of white collar workers, predominantly, in order to create a labor cost savings that would pay for the AI spending”

   Listen at 42:07

   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.