What podcasts say about Rich Saperstein
Every statement, with the speaker, the exact quote and the moment it was said.
What Rich Saperstein has said on podcasts
8 statements · 5 positive · 3 negative
High-quality bonds are available at approximately 8% yields.
“you can get high quality paper at 8%.”
Open the episode · Closing Bell 11/3/26Listen at 6:05
Bond yields may be near a local peak.
“you could see local peak bond yields.”
Open the episode · Closing Bell 11/3/26Listen at 6:48
Four-percent nominal GDP growth next year would support stocks.
“4% nominal GBP next year, that's really good mood music for stocks.”
Open the episode · Closing Bell 11/3/26Listen at 6:51
Markets may experience relief after the midterms if results meet expectations.
“you will have an exhale, perhaps, after the midterms, assuming they go roughly as expected.”
Open the episode · Closing Bell 11/3/26Listen at 33:34
Defensive market sectors have risen too far or too quickly.
“I think they've run too far or too fast.”
Open the episode · Closing Bell 11/3/26Listen at 39:45
Financials and asset managers are attractively cheap.
“I think areas like financials, asset managers actually are. are cheap.”
Open the episode · Closing Bell 11/3/26Listen at 40:28
The AI trade does not currently appear fully intact.
“It doesn't feel like it at the moment.”
Open the episode · Closing Bell 11/3/26Listen at 40:46
The semiconductor selloff appears excessive.
“the semi-trade broadly has seemed overdone to us”
Open the episode · Closing Bell 11/3/26Listen at 41:44
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.