What podcasts say about Quinn Thompson
Every statement, with the speaker, the exact quote and the moment it was said.
What Quinn Thompson has said on podcasts
38 statements · 10 positive · 24 negative · 1 mixed · 3 neutral
Market activity will increase during the rest of the year
“I think things are going to start, start to be more active from here on out in the rest of the year.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 1:05
Inflation could accelerate again next month
“We think actually next month could be another month of acceleration.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 4:59
Quinn expects long-term bond yields to rise over the next week or two
“I actually shorted some of the long end today for a trade. I might hold this for a week or two because, again, I think that the economy is still okay.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 5:51
The economy remains broadly healthy
“I think that the economy is still okay.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 5:59
Policymakers will prevent an AI-trade collapse
“I don't think they're going to let the AI trade implode.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 6:01
Market risks generally remain skewed upward
“I think in fight you know all in all like the risks generally kind of skew still up”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 6:08
The market priced a 70% chance of an October rate hike
“the chance of an October hike was 70%.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 8:08
Williams, Waller, Bowman, and Jefferson reduced rate-hike expectations
“the people who talked the market off of rate hikes was williams waller bowman and jefferson”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 9:23
Fed communication and AI-financing stress removed an October hike from expectations
“despite two scalding inflation prints, the Fed speak probably combined with the dents in the AI financing trade and the hiccup in the markets. together was enough to take October off the table regardless.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 10:27
The AI trade is currently the largest source of debt-capital demand
“That is the number one source of demand for debt capital in the market right now.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 14:59
AI financing demand is pushing interest rates higher
“that demand for capital financing is pushing up pressure on rates.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 15:06
An AI-trade downturn would restrict related companies’ capital access
“when that AI trade starts to crack, their access to capital is inhibited.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 15:15
An AI-trade crack could lower yields and help the broader economy
“when that relief comes to the financing market, rates and bond yields as a result of the crack day i trade that actually helps the rest of the economy”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 15:51
Current market conditions are unhealthy
“these conditions are not that healthy”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 16:22
Few or no additional hikes are needed before a 2027 slowdown
“i actually don't think there needs to be many more hikes if at all any to to prevent or to to instigate what is to come and next year, 2027.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 17:32
Oil prices will remain elevated for some time
“oil prices are not coming down and they are not going to come down for quite some time”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 18:38
Growth will slowly decelerate
“I see more of a slowly decelerating kind of slowing growth”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 19:19
A new bull market is unlikely to resume
“is this a new bull market that's going to be resuming i don't really think”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 19:33
High-yield credit spreads have widened substantially for weeks
“credit high yield credit spreads have been widening pretty substantially for for weeks on end”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 21:34
Higher construction financing costs reduce economically viable building
“if money to build is way more expensive, you then by definition can build less.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 21:51
Underlying market conditions remain poor
“things are still not, not great under the hood”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 23:26
The Russell index declined for eight consecutive weeks
“for eight weeks in a row, the Russell is down eight weeks in a row.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 25:13
Bitcoin miners require substantial capital
“they're extremely capital intensive”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 28:38
Debt of higher-quality AI infrastructure firms is probably money good
“the debt on... a core weave or you know a core scientific or like the higher quality ones um is probably money good”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 29:08
Equity ownership in these AI infrastructure firms is unattractive
“I wouldn't want to be an equity holder.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 29:51
These firms are likely poor long-term equity investments
“long-term probably not a good business to be equity holder in”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 29:58
Government backstops favor distressed debt over equity
“backstops and bailouts are not reasons to be long equity they're reasons to buy distressed debt”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 32:00
Supply-constrained power, energy, and resources could benefit from AI demand
“the things that have a more fixed supply, which could be power and energy and resources, input, raw materials”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 35:01
The Russell’s consecutive weekly decline is historically rare
“the Russell's been down for eight weeks in a row or nine weeks in a row one of those though that's a very rare occurrence”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 37:16
Real wages have been negative for seven consecutive months
“Real wages have been negative for seven straight months.”
Open the episode · The Bond Market Is Pricing In Something Worse Than Inflation | Weekly RoundupListen at 39:11
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.