What podcasts say about Sebastien Page
Every statement, with the speaker, the exact quote and the moment it was said.
What Sebastien Page has said on podcasts
17 statements · 12 positive · 5 negative
Greater AI-trade leverage will produce volatility.
“there is going to be volatility in the AI trade because it is more levered than it was.”
Open the episode · Bloomberg Surveillance TV: October 15th, 2026Listen at 2:33
The AI trade will perform favorably over the next six to twelve months.
“I am optimistic for the next 6 to 12 months on that trade.”
Open the episode · Bloomberg Surveillance TV: October 15th, 2026Listen at 2:41
Quarterly AI token spending has risen 700% year over year.
“Token spend is up 700% year over year, quarterly token spend.”
Open the episode · Bloomberg Surveillance TV: October 15th, 2026Listen at 2:48
Lower token prices have increased token demand eighteenfold.
“token demand, because they're getting cheaper, is up 18x.”
Open the episode · Bloomberg Surveillance TV: October 15th, 2026Listen at 2:57
Capital remains available for AI infrastructure financing.
“I think there's still capital available.”
Open the episode · Bloomberg Surveillance TV: October 15th, 2026Listen at 4:05
The AI trade could continue over the next six to twelve months.
“the trade could continue for the next six to 12 months.”
Open the episode · Bloomberg Surveillance TV: October 15th, 2026Listen at 5:56
Investors should selectively target AI-trade bottlenecks through active management.
“You really need active management and selectively pick your spots.”
Open the episode · Bloomberg Surveillance TV: October 15th, 2026Listen at 6:50
The AI trade appears healthy over the next six to twelve months.
“Overall, I'm looking at what I would describe as a healthy trade for the next six to 12 months.”
Open the episode · Bloomberg Surveillance TV: October 15th, 2026Listen at 8:39
Ten-year Treasury yields are currently highly responsive to oil prices.
“the 10-year is actually quite responsive to oil prices”
Open the episode · Fears Grow of Extended Conflict in Iran; Oil Halts AdvanceListen at 4:05
Oil prices and inflation are important contributors to rising long-term rates.
“do not underestimate the oil price and inflation component of rising long rates”
Open the episode · Fears Grow of Extended Conflict in Iran; Oil Halts AdvanceListen at 4:21
Markets sometimes overestimate the Fed’s effect on the economy and S&P earnings.
“sometimes you just overthink the role of the Fed in the macroeconomy and in S&P earnings”
Open the episode · Fears Grow of Extended Conflict in Iran; Oil Halts AdvanceListen at 5:37
The AI investment trade will continue.
“the AI trade continues”
Open the episode · Fears Grow of Extended Conflict in Iran; Oil Halts AdvanceListen at 7:09
Investors should be selective when investing in the AI trade.
“you do need to be selective in how you play the AI trade”
Open the episode · Fears Grow of Extended Conflict in Iran; Oil Halts AdvanceListen at 7:14
Elevated oil prices will affect energy-dependent economies more.
“this will have more of an impact on energy-dependent economies”
Open the episode · Fears Grow of Extended Conflict in Iran; Oil Halts AdvanceListen at 8:47
Small- and mid-cap stocks are attractive as the market broadens.
“We like the broadening trade. We've been long the small and mid caps for over a year.”
Open the episode · Fears Grow of Extended Conflict in Iran; Oil Halts AdvanceListen at 9:03
Small- and mid-cap earnings growth will converge with large-cap growth.
“There is a convergence in the earnings growth at some point between small and mid caps and large caps.”
Open the episode · Fears Grow of Extended Conflict in Iran; Oil Halts AdvanceListen at 9:09
Small- and mid-cap stocks have a valuation advantage over large caps.
“you have a valuation advantage”
Open the episode · Fears Grow of Extended Conflict in Iran; Oil Halts AdvanceListen at 9:59
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.