What podcasts say about Tim Urbanowicz

What Tim Urbanowicz has said on podcasts

4 statements · 3 positive · 1 neutral

1. on BondsPositiveOct 27, 2026· Closing Bell

   Bonds now provide meaningful returns and portfolio protection.

   “For the first time in a long time, bonds are actually paying you and they can protect you.”

   Listen at 13:27

   Open the episode · Markets Brace for the Fed as Earnings Roll In 10/27/26
2. on Portfolio diversificationNeutralOct 27, 2026· Closing Bell

   Effective diversification currently requires owning different risks, not merely more assets.

   “Right now, it's not about owning many different assets. It's about owning different risks.”

   Listen at 13:36

   Open the episode · Markets Brace for the Fed as Earnings Roll In 10/27/26
3. on AI tradePositiveOct 27, 2026· Closing Bell

   The AI investment trade remains healthy because demand is strong.

   “We think the AI trade is alive and well. Demand is strong.”

   Listen at 14:09

   Open the episode · Markets Brace for the Fed as Earnings Roll In 10/27/26
4. on Korean marketsPositiveOct 27, 2026· Closing Bell

   Korean markets offer value while retaining exposure to AI growth.

   “We see, you know, you look at markets like Korea that just went on sale 30 percent. There's good value there and you're still getting access to the AI growth story.”

   Listen at 14:16

   Open the episode · Markets Brace for the Fed as Earnings Roll In 10/27/26

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.