What podcasts say about Tom Keene

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

What Tom Keene has said on podcasts

10 statements · 3 positive · 5 negative · 2 neutral

on U.S. breakeven payroll growthNeutralOct 2, 2026· Bloomberg Surveillance
U.S. breakeven payroll growth may be 25,000 to 50,000 monthly
“the run rate of breakeven payrolls is the 25 to 50”
Listen at 22:58
Open the episode · September Jobs Report
on U.S. labor marketNegativeOct 2, 2026· Bloomberg Surveillance
The U.S. remains in a low-hire, low-fire labor market
“we're still in this low, higher, low fire environment”
Listen at 23:05
Open the episode · September Jobs Report
on Investment-grade credit spreadsNegativeOct 2, 2026· Bloomberg Surveillance
Investment-grade credit spreads have begun widening
“we're finally seeing a little bit of widening”
Listen at 24:16
Open the episode · September Jobs Report
on Data CenterNegativeOct 2, 2026· Bloomberg Surveillance
Operational data centers require relatively few workers after construction
“they don't really take that many people to operate the facilities once they're up and running.”
Listen at 31:48
Open the episode · September Jobs Report
on European-currency hyperscaler bond issuanceNeutralOct 2, 2026· Bloomberg Surveillance
European-currency hyperscaler bond issuance has tripled this year
“issuance of reverse Yankees, so the hyperscalers issuing Europe, has tripled.”
Listen at 50:31
Open the episode · September Jobs Report
on Broadcom junior debt trancheNegativeAug 21, 2026· Stock Movers
Broadcom’s junior debt tranche will carry a higher yield and greater investor risk
“The junior tranche is hold on to your wallet and that's going to come at a higher yield.”
Listen at 1:52
Open the episode · Broadcom Seeking $60B; Ross Stores Shares Rise; BJ's Boosts Forecast
on Ross Stores, Inc.PositiveAug 21, 2026· Stock Movers
Ross Stores delivered approximately 16% annualized performance over ten years
“Ross stores, 10 years annualized is 16% per year. I would say that's a sterling performance.”
Listen at 2:57
Open the episode · Broadcom Seeking $60B; Ross Stores Shares Rise; BJ's Boosts Forecast
on Procter & GambleNegativeJul 29, 2026· Stock Movers
Procter & Gamble must divest or shrink to improve its position.
“They've got, they've got to peel off, they've got to shrink. That's the only path.”
Listen at 3:18
Open the episode · Humana Lower; P&G Tepid Outlook; Kering Jumps
on General Electric stockPositiveJul 16, 2026· Stock Movers
General Electric stock rose 523% since Larry Culp became CEO.
“The stock is up 523% since Culp walked in the door.”
Listen at 2:29
Open the episode · UNH and GE Report; Eli Lilly Acquisition
on H. Lawrence Culp Jr.PositiveJul 16, 2026· Stock Movers
Larry Culp’s executive performance is an exceptional modern success.
“It's the great, the most unspoken executive success of the modern time.”
Listen at 2:34
Open the episode · UNH and GE Report; Eli Lilly Acquisition

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.