Sarah Hunt
PersonHeard in 3 episodes across 1 show since Aug 2026
Sarah Hunt is the Chief Market Strategist at Alpine Woods Capital. She is known for providing market analysis and commentary on financial and investment trends.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 1 |
| Sep 2026 | 0 |
| Oct 2026 | 1 |
| Nov 2026 | 1 |
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What Sarah Hunt has said on podcasts
11 statements
AI may cannibalize Alphabet’s base business that funds its AI spending.
“Alphabet presages an issue when your funding for AI is your base business and your base business all of a sudden is being somewhat. I mean, who knows exactly what that level is, but cannibalized by AI”
Open the episode · Bloomberg Surveillance TV: October 30th, 2026Listen at 3:28
AI-related funding cash flows are shifting from mildly positive to negative.
“those cash flows that were funding everything and you still had mild positive cash flows are flipping to negative”
Open the episode · Bloomberg Surveillance TV: October 30th, 2026Listen at 3:45
Uncertainty around AI funding has contributed to valuation multiple compression.
“that's one of the reasons you've seen the multiple compression that you have”
Open the episode · Bloomberg Surveillance TV: October 30th, 2026Listen at 3:50
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.
Episodes
3 episodes featuring Sarah Hunt, newest first
- Nov 5, 2026
Democrats’ gains test markets, the Fed and AI’s buildoutBloomberg SurveillanceNov 5, 2026Guest - Oct 30, 2026
AI rally faces a harder test as earnings and spending wobbleBloomberg SurveillanceOct 30, 2026Guest - Aug 31, 2026
Warsh’s hawkish signal puts rate cuts under pressureBloomberg SurveillanceAug 31, 2026Guest