What podcasts say about Sarah Hunt

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

What Sarah Hunt has said on podcasts

11 statements · 4 positive · 6 negative · 1 neutral

on Alphabet Inc.NegativeOct 30, 2026· Bloomberg Surveillance
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”
Listen at 3:28
Open the episode · Bloomberg Surveillance TV: October 30th, 2026
on AI funding cash flowsNegativeOct 30, 2026· Bloomberg Surveillance
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”
Listen at 3:45
Open the episode · Bloomberg Surveillance TV: October 30th, 2026
on AI funding uncertaintyNegativeOct 30, 2026· Bloomberg Surveillance
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”
Listen at 3:50
Open the episode · Bloomberg Surveillance TV: October 30th, 2026
on AI spending returnsNegativeOct 30, 2026· Bloomberg Surveillance
Investors do not understand where current AI spending returns will come from.
“people don't quite understand where that return is coming from”
Listen at 4:43
Open the episode · Bloomberg Surveillance TV: October 30th, 2026
on Alpine Saxon WoodsPositiveOct 30, 2026· Bloomberg Surveillance
Alpine Saxon Woods emphasizes balance sheets and cash flow in investing.
“we're balance sheet and cash flow people. So we always have been. So there's a big emphasis on that for us.”
Listen at 5:24
Open the episode · Bloomberg Surveillance TV: October 30th, 2026
on Energy assets tied to power consumptionPositiveOct 30, 2026· Bloomberg Surveillance
Rising power consumption will ultimately increase demand for related energy assets.
“Anything that is part of that trade. is ultimately going to be in more demand.”
Listen at 6:34
Open the episode · Bloomberg Surveillance TV: October 30th, 2026
on Energy investmentsPositiveOct 30, 2026· Bloomberg Surveillance
Energy remains an attractive area for investment.
“I still think that energy is not a bad place to be.”
Listen at 6:55
Open the episode · Bloomberg Surveillance TV: October 30th, 2026
on 2026 midterm electionsNegativeOct 30, 2026· Bloomberg Surveillance
A very large Democratic election victory may trigger additional market volatility.
“if it's very extreme and you get a very big blue wave, it may be a kickoff for more volatility”
Listen at 7:25
Open the episode · Bloomberg Surveillance TV: October 30th, 2026
on Alpine Saxon WoodsNeutralOct 30, 2026· Bloomberg Surveillance
Alpine Saxon Woods modestly increased portfolio duration after September’s Fed hike.
“we expanded our duration a little bit”
Listen at 8:02
Open the episode · Bloomberg Surveillance TV: October 30th, 2026
on Microsoft CorporationPositiveOct 30, 2026· Bloomberg Surveillance
Alpine Saxon Woods preferred Microsoft after judging its earlier selloff excessive.
“we were more comfortable in places like that where we thought that the reaction was overdone”
Listen at 8:34
Open the episode · Bloomberg Surveillance TV: October 30th, 2026
on EuropeNegativeOct 30, 2026· Bloomberg Surveillance
European markets are currently in poor condition.
“Europe is not in great shape.”
Listen at 9:19
Open the episode · Bloomberg Surveillance TV: October 30th, 2026

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.