What podcasts say about Tarek Solomon

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

What Tarek Solomon has said on podcasts

16 statements · 9 positive · 5 negative · 2 neutral

on UK giltsPositiveSep 22, 2026· Bloomberg Surveillance
UK liability-driven investment managers are buying gilts because real rates are attractive
“UK's LDI managers, they're buying gilts hand of a fist right now because real rates are very, very comfortable”
Listen at 12:24
Open the episode · Market Trends amid Global Uncertainty
on U.S. exposuresPositiveSep 22, 2026· Bloomberg Surveillance
The case for maintaining U.S. exposures remains intact
“there is an alternative narrative to U.S. exposures. It's all pretty much in place”
Listen at 13:21
Open the episode · Market Trends amid Global Uncertainty
on United States dollarPositiveSep 22, 2026· Bloomberg Surveillance
The U.S. dollar will strengthen against the euro and sterling
“dollar will strengthen, I think, against the euro. Dollar will strengthen against sterling”
Listen at 14:26
Open the episode · Market Trends amid Global Uncertainty
on Taiwan and South KoreaNeutralSep 22, 2026· Bloomberg Surveillance
Taiwan and South Korea need to adjust their foreign-exchange policies
“the likes of Taiwan and South Korea, they need to adjust”
Listen at 15:20
Open the episode · Market Trends amid Global Uncertainty
on China's economic growthNegativeSep 22, 2026· Bloomberg Surveillance
China's faster growth could worsen unresolved global supply pressures
“almost you don't want China to grow until we resolve global supply issues”
Listen at 16:29
Open the episode · Market Trends amid Global Uncertainty
on EuropeNegativeSep 22, 2026· Bloomberg Surveillance
Europe currently lacks a meaningful role in setting global rules
“Europe doesn't have a seat at the table”
Listen at 16:56
Open the episode · Market Trends amid Global Uncertainty
on Chinese gold importsPositiveSep 22, 2026· Bloomberg Surveillance
China's strong gold imports are primarily investment-driven
“the strong imports as really investment led”
Listen at 20:15
Open the episode · Market Trends amid Global Uncertainty
on Grasberg mineNegativeSep 22, 2026· Bloomberg Surveillance
The Grasberg mine remains below its previous production level
“Grasberg still isn't producing what it once should have”
Listen at 28:31
Open the episode · Market Trends amid Global Uncertainty
on CopperPositiveSep 22, 2026· Bloomberg Surveillance
Copper prices are approaching fifteen thousand dollars per ton
“pushing $15,000 a ton or about $7 a pound”
Listen at 28:41
Open the episode · Market Trends amid Global Uncertainty
on Mining marketsNegativeSep 22, 2026· Bloomberg Surveillance
Mining markets face structural supply-demand tightening unlikely to resolve soon
“there's quite a solid structural supply demand tightening that we don't think is going to... sort of resolve itself in the short term”
Listen at 29:44
Open the episode · Market Trends amid Global Uncertainty
on Mining companiesPositiveSep 22, 2026· Bloomberg Surveillance
Current metals-market conditions favor mining companies that maintain operations
“it's working in miners' favor if you can avoid some of the pitfalls and keep operating”
Listen at 31:16
Open the episode · Market Trends amid Global Uncertainty
on New minesNegativeSep 22, 2026· Bloomberg Surveillance
New mine development is occurring but progressing slowly
“They are, but it's slow. Everything takes longer now”
Listen at 31:28
Open the episode · Market Trends amid Global Uncertainty
on Western critical-minerals effortsNeutralSep 22, 2026· Bloomberg Surveillance
Western efforts to reduce mining dependence on China will take time
“there's no overnight fixes in mining and so Whatever approach we take, it's going to take time”
Listen at 32:56
Open the episode · Market Trends amid Global Uncertainty
on Amazon and GooglePositiveSep 22, 2026· Bloomberg Surveillance
Amazon and Google are expected to succeed in AI
“I think Amazon's going to get it right. I think Google's going to get it right”
Listen at 41:24
Open the episode · Market Trends amid Global Uncertainty
on Goldman SachsPositiveSep 22, 2026· Bloomberg Surveillance
Goldman Sachs may rally as IPO activity improves
“it will unleash again as we begin to see the IPO market loosen up”
Listen at 42:11
Open the episode · Market Trends amid Global Uncertainty
on Goldman Sachs trading problemsPositiveSep 22, 2026· Bloomberg Surveillance
Goldman Sachs's recent trading problems are expected to be resolved
“I think that will get resolved”
Listen at 42:18
Open the episode · Market Trends amid Global Uncertainty

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.