What podcasts say about Thierry Wizman

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

What Thierry Wizman has said on podcasts

25 statements · 10 positive · 9 negative · 2 mixed · 4 neutral

on French protests and sovereign spreadsNeutralOct 9, 2026· Bloomberg Surveillance
French protests and sovereign spreads are linked rather than independent events.
“there's quite a lot of linkage and that's the protests in france and the and the rise in in sovereign spreads in france”
Listen at 2:19
Open the episode · Choppiness and Momentum Across Markets
on Artificial IntelligencePositiveOct 9, 2026· Bloomberg Surveillance
AI is currently a major growth driver
“it's clearly a growth driver”
Listen at 3:05
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on AI companiesMixedOct 9, 2026· Bloomberg Surveillance
AI assumptions, valuations, and profitability remain unresolved
“the question is the assumptions, the valuations and the profitability”
Listen at 3:18
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on Economic strength and yieldsNeutralOct 9, 2026· Bloomberg Surveillance
Strong economic conditions are causing high yields.
“Yields are high because the economy is strong.”
Listen at 3:52
Open the episode · Choppiness and Momentum Across Markets
on Major financial stress situationNegativeOct 9, 2026· Bloomberg Surveillance
A major financial stress event may emerge within weeks or months.
“I'm concerned that... We wake up in the next few weeks or months and we see a major financial stress situation, maybe in a bank, maybe in a private credit company.”
Listen at 3:54
Open the episode · Choppiness and Momentum Across Markets
on U.S. Treasury marketNegativeOct 9, 2026· Bloomberg Surveillance
Treasuries have not yet clearly regained safe-haven status
“I don't know if we're there yet to say that the flight to quality trades back on”
Listen at 4:20
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on U.S. Treasury auctionsPositiveOct 9, 2026· Bloomberg Surveillance
Recent Treasury auctions were among the strongest on record
“the auctions were not only surprisingly strong, they were one of the strongest auctions on record”
Listen at 4:40
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on Oil prices and interest ratesPositiveOct 9, 2026· Bloomberg Surveillance
Stable oil prices should help stabilize interest rates
“as long as oil is doing its thing and at least stabilizes, then rates should stabilize too”
Listen at 4:53
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on Latin AmericaPositiveOct 9, 2026· Bloomberg Surveillance
Latin America could enter a golden age.
“I think this could be a golden age for Latin America.”
Listen at 5:01
Open the episode · Choppiness and Momentum Across Markets
on U.S. and European fiscal capacityPositiveOct 9, 2026· Bloomberg Surveillance
The United States has greater fiscal capacity than Europe
“the U.S. has much more capacity than Europe”
Listen at 5:11
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on Latin American regional agreementsPositiveOct 9, 2026· Bloomberg Surveillance
Regional trade, security, border, and immigration agreements could expand.
“everything good that countries should be doing with one another could happen over the next few years.”
Listen at 5:12
Open the episode · Choppiness and Momentum Across Markets
on Latin American governmentsNeutralOct 9, 2026· Bloomberg Surveillance
Latin America’s new market-oriented governments must deliver results.
“These now, these centrist, market-oriented, pro-reform, pro-fiscal responsibility governments have to perform.”
Listen at 6:10
Open the episode · Choppiness and Momentum Across Markets
on Federal ReserveNegativeOct 9, 2026· Bloomberg Surveillance
The Fed probably will not deliver all rate hikes priced by markets
“the Fed probably won't be able to deliver as much of what's priced into the market”
Listen at 6:24
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on Bond marketNeutralOct 9, 2026· Bloomberg Surveillance
Technical factors have driven bonds more than Fed fundamentals
“The bond market has been driven more by technical reasons than by actual fundamentals like the Fed”
Listen at 6:34
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on Bond marketNegativeOct 9, 2026· Bloomberg Surveillance
The bond market may be starting a topping process
“I think this week could be the start of a topping process”
Listen at 7:03
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on Hedge fundsNegativeOct 9, 2026· Bloomberg Surveillance
Some hedge funds may be wrongly positioned against rising yields.
“There could conceivably be hedge funds, or all we know, that were positioned wrongly against this big, massive increase in yields.”
Listen at 7:13
Open the episode · Choppiness and Momentum Across Markets
on Hedge-fund yield positionsNegativeOct 9, 2026· Bloomberg Surveillance
Wrong-way hedge-fund positions may surface within weeks.
“We may see that in the next few weeks.”
Listen at 7:25
Open the episode · Choppiness and Momentum Across Markets
on Real rates and inflation breakevensMixedOct 9, 2026· Bloomberg Surveillance
High real rates and low breakevens indicate mixed market signals
“why are real rates so high and break even so low”
Listen at 8:11
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on Hyperscalers and data-center financiersPositiveOct 9, 2026· Bloomberg Surveillance
Hyperscalers and data-center financiers are unlikely to face financial stress yet.
“We're not going to see a financial stress at a hyperscaler or someone who's been financing data centers. Certainly not yet.”
Listen at 8:23
Open the episode · Choppiness and Momentum Across Markets
on FranceNegativeOct 9, 2026· Bloomberg Surveillance
France could experience an Orange County-style financial failure by 2027.
“France could be the Orange County of 2027.”
Listen at 8:36
Open the episode · Choppiness and Momentum Across Markets
on U.S. Treasury belly of the curvePositiveOct 9, 2026· Bloomberg Surveillance
A risk-market wobble would benefit Treasury belly maturities
“If risk markets wobble, that benefits Treasury. So it's the belly of the curve.”
Listen at 8:39
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on United States dollarPositiveOct 9, 2026· Bloomberg Surveillance
Continued high oil and AI investment would keep the dollar strong
“Those two things, if they continue, well, then the dollar will stay robust”
Listen at 26:23
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on U.S. dollar and oil pricesNegativeOct 9, 2026· Bloomberg Surveillance
An earlier war end would lower oil prices and weaken the dollar
“if it ends early or early than expected, oil prices will come down, the dollar would weaken”
Listen at 26:39
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on U.S. dollar and AI investment cycleNegativeOct 9, 2026· Bloomberg Surveillance
A diminished AI investment cycle would weaken the dollar
“If that happens, sure, the dollar will weaken again.”
Listen at 26:49
Open the episode · Bloomberg Surveillance TV: October 9th, 2026
on HyperscalersPositiveOct 9, 2026· Bloomberg Surveillance
Hyperscalers are investing because their businesses are profitable
“The hyperscalers are making money. That's why they're investing.”
Listen at 26:56
Open the episode · Bloomberg Surveillance TV: October 9th, 2026

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.