What podcasts say about Tim Seymour

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

What Tim Seymour has said on podcasts

8 statements · 3 positive · 5 negative

on French and Italian sovereign debtNegativeOct 7, 2026· CNBC's "Fast Money"
Bond-market pressure on France and Italy will continue without global-credit clarity.
“And that's going to continue until we get some clarity even on, I think, on global credit, frankly.”
Listen at 10:21
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26
on Treasury YieldsNegativeOct 7, 2026· CNBC's "Fast Money"
Treasury yields may need to rise further in the short term.
“In fact, it feels like it needs to go higher.”
Listen at 12:04
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26
on Interest-rate-sensitive stocksNegativeOct 7, 2026· CNBC's "Fast Money"
Interest-rate-sensitive stocks will continue declining.
“I think interest rate sensitives are going to continue to make a move lower.”
Listen at 14:07
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26
on Industrials, staples, and consumer discretionary stocksNegativeOct 7, 2026· CNBC's "Fast Money"
Industrials, staples, and consumer discretionary will underperform with higher rates.
“I do think industrials, staples, consumer discretionary will continue to underperform in a higher rate environment.”
Listen at 14:44
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26
on CrowdStrike and Palo Alto NetworksNegativeOct 7, 2026· CNBC's "Fast Money"
CrowdStrike and Palo Alto Networks trade at very expensive forward valuations.
“the valuations aren't cheap. The valuations are really expensive, like CrowdStrike's 125 times forward. Palo Alto's probably 95 times forward.”
Listen at 25:55
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26
on SpaceXPositiveOct 7, 2026· CNBC's "Fast Money"
SpaceX’s recent launches and recoveries support its long-term equity story.
“they've been executing. They've been doing the things that people who really want to own the stock for the future have to be elated about.”
Listen at 29:22
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26
on General MotorsPositiveOct 7, 2026· CNBC's "Fast Money"
GM is attractively valued, pays a dividend, and has improved profitability.
“GM is a company that at less than six times, it's probably low 5 PE handle. and is paying a dividend and has done a lot of great things to become more profitable.”
Listen at 35:50
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26
on Delta Air LinesPositiveOct 7, 2026· CNBC's "Fast Money"
Delta’s continued gross-margin growth supports holding the stock.
“why not hang in there on a company that's continued to grow their gross margin?”
Listen at 41:12
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26

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.