What podcasts say about Sam Unstead

Every statement, with the speaker, the exact quote and the moment it was said.

What Sam Unstead has said on podcasts

13 statements · 2 positive · 9 negative · 1 mixed · 1 neutral

on France political riskNegativeOct 23, 2026· Merryn Talks Money
France’s political risk is currently extremely high.
“the political risk in France is now, I mean, really quite drastically high.”
Listen at 3:59
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on French and Italian government bondsNegativeOct 23, 2026· Merryn Talks Money
French and Italian bond yields are rising while German yields fall.
“French yields and Italian yields are going up.”
Listen at 5:15
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on UK giltNegativeOct 23, 2026· Merryn Talks Money
UK gilts still carry a political-risk premium.
“Giltz, which have been carrying, you know, the so-called moron premium for a while, and they still do.”
Listen at 5:28
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on French sovereign-debt concernsNegativeOct 23, 2026· Merryn Talks Money
Concern about France is spreading through the eurozone and affecting Italy.
“because there's this concern in France that's spreading out to the rest of the Eurozone and it's dragging Italy along it.”
Listen at 8:07
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on Microsoft CorporationPositiveOct 23, 2026· Merryn Talks Money
Microsoft generates substantial cash and continues growing around 25%.
“Microsoft to just throw off an enormous amount of cash and they're continuing to drive, you know, kind of 25% growth.”
Listen at 10:19
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on European financial systemPositiveOct 23, 2026· Merryn Talks Money
The financial system is more regulated and robust than during the euro crisis.
“everything now is much more regulated. The financial system is much more robust.”
Listen at 16:17
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on French bond marketNeutralOct 23, 2026· Merryn Talks Money
French bond markets have not yet reached disorderly conditions.
“we're not quite at that kind of point just yet.”
Listen at 16:56
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on Artificial intelligence bubbleNegativeOct 23, 2026· Merryn Talks Money
A possible AI bubble could burst.
“if that bubble bursts”
Listen at 17:26
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on NeoCloud companiesNegativeOct 23, 2026· Merryn Talks Money
NeoCloud companies are highly leveraged and vulnerable to AI-market conditions.
“The neoclouds, you know, are, you know, in some respects, they're almost sort of startups, you know. really big startups or really valuable startups because they are, you know, highly leveraged to, to, to how everything goes.”
Listen at 19:09
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on N-ScaleNegativeOct 23, 2026· Merryn Talks Money
N-Scale receives over 80% of revenue from Microsoft and Anthropic.
“the vast majority, more than 80% of their revenue comes purely from Microsoft and Anthropic.”
Listen at 19:56
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on NeoCloud companiesNegativeOct 23, 2026· Merryn Talks Money
NeoCloud companies are receiving early investor pushback over rapid AI expansion.
“the neoclouds are the ones who are probably getting the first little bit of pushback that maybe this has gone a bit too fast.”
Listen at 22:29
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on AI infrastructure spendingMixedOct 23, 2026· Merryn Talks Money
AI infrastructure spending is extraordinarily large.
“The amount of spending is truly, truly unbelievable.”
Listen at 23:45
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure
on AI infrastructure investment uncertaintyNegativeOct 23, 2026· Merryn Talks Money
AI infrastructure uncertainty negatively affects markets.
“It creates an enormous amount of uncertainty. And markets really don't like uncertainty.”
Listen at 24:12
Open the episode · French Bond Markets and AI Neoclouds Feel The Pressure

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.