What podcasts say about Scott Chronert

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

What Scott Chronert has said on podcasts

14 statements · 7 positive · 6 negative · 1 mixed

on market sentiment shiftPositiveNov 4, 2026· Closing Bell
The sentiment shift can continue and support year-end trading.
“Sediment shift can run for a while, probably good for the year-end trade.”
Listen at 9:41
Open the episode · Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
on market fundamentalsNegativeNov 4, 2026· Closing Bell
Fundamental changes supporting the rally are not expected immediately.
“We don't see that on the immediate horizon.”
Listen at 9:50
Open the episode · Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
on AI data-center moratoriumsNegativeNov 4, 2026· Closing Bell
The AI moratorium process will not occur by year-end.
“It's not going to happen by year end.”
Listen at 12:28
Open the episode · Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
on AI data-center moratoriumsMixedNov 4, 2026· Closing Bell
It remains uncertain whether moratoriums would cancel or delay data-center projects.
“Are we going to see? moratoriums lead to cancellations of projects or just push outs.”
Listen at 13:13
Open the episode · Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
on HyperscalersPositiveNov 4, 2026· Closing Bell
Existing hyperscalers will benefit from having capacity already online.
“The advantage will be with hyperscalers and folks that already have a lot of capacity online.”
Listen at 24:29
Open the episode · Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
on AI data-center efficiency upgradesPositiveNov 4, 2026· Closing Bell
Data-center constraints will increase the value of efficiency and upgrades.
“efficiency ends up becoming much more valuable and upgrades will happen more so.”
Listen at 24:39
Open the episode · Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
on greenfield data-center capacityNegativeNov 4, 2026· Closing Bell
Building new greenfield data-center capacity will become more difficult.
“certainly adding new greenfield capacity gets more difficult.”
Listen at 24:53
Open the episode · Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
on Texas and Georgia data-center exposureNegativeNov 4, 2026· Closing Bell
Companies exposed to Texas or Georgia data centers face delays of at least six months.
“anyone that has a lot of Texas or Georgia exposure will have at least a six-month, maybe a longer delay right now.”
Listen at 27:05
Open the episode · Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
on U.S. new-home pricesNegativeNov 4, 2026· Closing Bell
New-home prices have declined rather than increased over recent years.
“new home prices over the last several years, they've been lower, not higher.”
Listen at 40:42
Open the episode · Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
on entry-level homebuildersPositiveNov 4, 2026· Closing Bell
Investors expecting lower rates and Iran de-escalation should favor entry-level homebuilders.
“if your view is that rates are going to move meaningfully lower and we're going to be out of Iran in the next several months. then I think that's the area where you would want to play that.”
Listen at 41:37
Open the episode · Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
on D.R. Horton, Inc.PositiveNov 4, 2026· Closing Bell
D.R. Horton is the largest homebuilder in the United States.
“thinking of a company like D.R. Horton, for example, which is the largest builder in the country”
Listen at 41:46
Open the episode · Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26
on U.S. equitiesPositiveSep 3, 2026· Bloomberg Surveillance
U.S. equities are likely to rise through year-end.
“we think the path of least resistance is up into the right into the end of the year”
Listen at 12:13
Open the episode · Market Risks and Equity Melt Up
on 2027 earningsPositiveSep 3, 2026· Bloomberg Surveillance
2027 earnings should be strong unless there is a recession.
“27 is going to be pretty good. barring a recession”
Listen at 14:54
Open the episode · Market Risks and Equity Melt Up
on Ten-year U.S. Treasury yieldNegativeSep 3, 2026· Bloomberg Surveillance
“my line in the sand is 480-10 year on the way to 5”
Listen at 15:26
Open the episode · Market Risks and Equity Melt Up

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.