What podcasts say about Simon White
Every statement, with the speaker, the exact quote and the moment it was said.
What Simon White has said on podcasts
13 statements · 7 positive · 6 negative
Treasury buybacks have reduced perceived long-term Treasury risk so far.
“the hope is that and actually to be fair So I was looking at this. On its own terms, it's actually worked so far.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 5:15
Higher Fed rate expectations are preventing Treasury yields from falling.
“the reason why the yield's not moved is because basically Fed expectations are going up. So people are expecting the Fed to hike more.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 5:59
Bessent is likely to succeed in encouraging yen hedging by Japanese investors.
“I think Besson's actually pushing an open door on that one.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 9:18
Japanese investors’ renewed hedging contributed substantially to the 2015–2016 yen rally.
“at 2015-2016, that was a big part of the yen rally then. The yen rallied about 20-25% over that period.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 9:54
Investors should own Japanese equities with currency hedging.
“So that's why owning Japanese equities is a great thing, I think. You want to have that currency hedged.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 12:04
The UK government plans defence spending of 3% by 2030 and 3.5% by 2035.
“they've got this commitment to 3%, I think, or they're going to lay it out, 3% by 2030, and then, what, 3.5% by 2035.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 18:08
UK yields could rise dramatically if fiscal pressure triggers market reflexivity.
“yields go sky high.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 24:30
AI could cause catastrophic harm through goal misalignment rather than malicious intent.
“But also it could just be a mistake, what they call misalignment.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 27:33
The current AI boom is partly driven by hype-cycle dynamics.
“I think we're in a bit of a hype cycle.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 28:28
The probability of AI causing human extinction is unlikely to be very high.
“I don't think that number is going to be super high.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 28:56
AI-related markets could undergo a 10–15% correction.
“I could see like a correction in the market, 10 or 15%, just to let some of the air out.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 30:01
AI companies will overbuild computing capacity because demand assumptions are excessively optimistic.
“I suspect they'll overbuild and they'll find out because it's all based on essentially infinite demand.”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 30:24
An AI-market correction could create an interim buying opportunity.
“you could easily have enough of a correction that actually might be an interim buying opportunity”
Open the episode · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI BubbleListen at 30:40
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.