What podcasts say about Stephanie Link
Every statement, with the speaker, the exact quote and the moment it was said.
What Stephanie Link has said on podcasts
13 statements · 9 positive · 2 negative · 2 neutral
Lower oil prices and inflation would reduce pressure on the Federal Reserve.
“if we can see oil come down and you get an abatement on inflation, it takes a lot of pressure off the Fed.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 5:25
A peak in Treasury yields would enable broader market participation.
“if that happens, then you see the broadening story.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 5:45
A continuing rate-hiking cycle would keep leadership concentrated in big technology stocks.
“If that doesn't happen, if we're in a rate hiking cycle, then it just continues to be those big tech stocks.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 5:47
One December hike followed by no hikes next year would support markets.
“Let's say we get one more in December and they don't have to raise next year. That's still good enough.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 6:39
AI agents could bypass Google search and constrain Alphabet optimism.
“if there is a way to bypass it with agents where you don't need Google or Alphabet, that that might be the one thing holding back the street on being as optimistic and as bullish on Alphabet.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 12:11
Alphabet’s convertible preferred should produce a good return rather than fall to 250.
“I don't think you're going to see 250. You're going to see a really good return.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 16:08
AMD may experience renewed growth in CPUs and GPUs.
“there could be a renaissance both in CPU as well as GPUs.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 20:30
UnitedHealth’s business is recovering.
“I think that things are recovering.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 26:02
UnitedHealth earnings could exceed $19.50–$20 per share.
“I think it can be even higher than that.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 26:13
Dividend growth results from earnings growth.
“dividend growth is a result of earnings growth.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 32:06
Netflix entering sports and live entertainment could drive a turnaround.
“If they can get into sports and live entertainment, I think that's going to be the turnaround for them.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 39:33
Options traders expect Pepsi to move approximately 3% after earnings.
“Traders are prepping for a 3% move after this report”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 41:06
UnitedHealth is a turnaround with improving fundamentals.
“UNH is a turnaround story, and the fundamentals are starting to improve.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 42:10
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.