What podcasts say about Steve Grasso

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

What Steve Grasso has said on podcasts

9 statements · 6 positive · 2 negative · 1 neutral

on Magnificent SevenNeutralOct 6, 2026· CNBC's "Fast Money"
Magnificent Seven reacceleration is creating the S&P’s market-breadth divergence.
“The eight to ten names we talk about all the time are all of a sudden re-accelerating to the upside, and that's creating this divergence”
Listen at 1:34
Open the episode · S&p 500 Hits Record High… And 10/6/26
on S&P 500 weighting divergencePositiveOct 6, 2026· CNBC's "Fast Money"
Equal- and market-cap-weighted S&P performance may realign within weeks if mega-cap leaders stabilize.
“a couple weeks from now, if things sort of level out on the NVIDIAs and the Apples of the world, I think this thing will be right back in line.”
Listen at 1:45
Open the episode · S&p 500 Hits Record High… And 10/6/26
on Interest rateNegativeOct 6, 2026· CNBC's "Fast Money"
Interest rates will rise.
“I think rates are going higher, full stop.”
Listen at 4:39
Open the episode · S&p 500 Hits Record High… And 10/6/26
on Market sector rotationPositiveOct 6, 2026· CNBC's "Fast Money"
A 25–30 basis-point rate decline would trigger rotation into broader market sectors.
“if that were to take place, yeah, I do think you would see that rotation that you talked about.”
Listen at 4:45
Open the episode · S&p 500 Hits Record High… And 10/6/26
on AI infrastructureNegativeOct 6, 2026· CNBC's "Fast Money"
AI infrastructure returns may fall short of market expectations because of heavy spending.
“the economies of scale and the return on invested capital might not be what the market is hoping for, given the amount of spend we've seen.”
Listen at 16:26
Open the episode · S&p 500 Hits Record High… And 10/6/26
on NVIDIA versus MarvellPositiveOct 6, 2026· CNBC's "Fast Money"
NVIDIA has better growth metrics than Marvell.
“the growth metrics for NVIDIA are far better than Marvell.”
Listen at 19:13
Open the episode · S&p 500 Hits Record High… And 10/6/26
on Marvell TechnologyPositiveOct 6, 2026· CNBC's "Fast Money"
Marvell should retest its June all-time high near $325.
“This should set up Marvell. test the all-time high, I think 325 we saw back in June.”
Listen at 19:21
Open the episode · S&p 500 Hits Record High… And 10/6/26
on NetflixPositiveOct 6, 2026· CNBC's "Fast Money"
Netflix is worth considering as a short-term trade after its decline.
“for a trade, it's absolutely worthy for a look.”
Listen at 25:43
Open the episode · S&p 500 Hits Record High… And 10/6/26
on Refiner stocksPositiveOct 6, 2026· CNBC's "Fast Money"
Refiner stocks, including Marathon, are benefiting from elevated refined-product prices.
“all the roads lead back to refiners. I think collectively we talked about it, whether it's Marathon. You pick your refiner. I mean, they're all basically at all-time highs”
Listen at 30:05
Open the episode · S&p 500 Hits Record High… And 10/6/26

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.