What podcasts say about Tracey Manzi

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

What Tracey Manzi has said on podcasts

14 statements · 12 positive · 1 negative · 1 neutral

on FOMCNeutralAug 31, 2026· Bloomberg Surveillance
September remains an active possibility for a Federal Reserve policy change.
“september is really a live meeting in terms of what we're going to see in terms of the fed decision”
Listen at 12:17
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on Federal Reserve rate hikeNegativeAug 31, 2026· Bloomberg Surveillance
The Federal Reserve will not need to hike rates immediately.
“we don't think that the fed is going to have to hike rates here”
Listen at 12:28
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on Bond yieldsPositiveAug 31, 2026· Bloomberg Surveillance
Current bond yields near 5% provide reasonable confidence of earning 5%.
“with yields on the ag close to 5% right now, you can have pretty good clarity that you can earn 5%.”
Listen at 15:36
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on BondsPositiveAug 31, 2026· Bloomberg Surveillance
An economic slowdown and lower rates could produce double-digit bond returns.
“if we do get into an economic slowdown and rates did go back down to that 4% level or 375, you're looking at potentially double digit returns.”
Listen at 16:25
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on S&P 500PositiveAug 31, 2026· Bloomberg Surveillance
Equities are expected to rise over 12 months, with an S&P 500 target of 8250.
“we still see equities moving higher on a 12-month target. 82.50 is our S&P 500 target.”
Listen at 17:17
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on Technology sectorPositiveAug 31, 2026· Bloomberg Surveillance
Technology remains a favored equity sector.
“we like we still like tech.”
Listen at 17:45
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on AI infrastructurePositiveAug 31, 2026· Bloomberg Surveillance
AI infrastructure investment will benefit industrial sectors.
“We think that the AI build out is going to have knock on impact into the industrial sectors.”
Listen at 17:54
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on Health care sectorPositiveAug 31, 2026· Bloomberg Surveillance
Health care remains a favored equity sector.
“And we do like we do like health care.”
Listen at 18:04
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on Corporate earnings and revenuesPositiveAug 31, 2026· Bloomberg Surveillance
A couple of rate increases will not offset companies' strong earnings and revenues.
“We don't think that that is going to be enough to overcome really the spectacular earnings and revenues that we've been seeing from companies”
Listen at 28:31
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on Corporate earningsPositiveAug 31, 2026· Bloomberg Surveillance
Forward guidance suggests higher next-year earnings will drive prices higher.
“forward guidance also has us excited about the potential for higher earnings next year that we think will drive. Price is higher.”
Listen at 28:46
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on Information technology sectorPositiveAug 31, 2026· Bloomberg Surveillance
Information technology remains a favored sector.
“we do still like information technology.”
Listen at 29:16
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on semiconductorsPositiveAug 31, 2026· Bloomberg Surveillance
Chip demand continues to exceed chip supply.
“demand for chips are still exceeding the chip supply.”
Listen at 30:27
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on semiconductorsPositiveAug 31, 2026· Bloomberg Surveillance
Persistent chip shortages will keep semiconductor prices attractive for several quarters.
“that's a constraint that is something that we think is going to continue to make, you know, make those prices attractive for, you know, the next few quarters.”
Listen at 30:33
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech
on Investment-grade creditPositiveAug 31, 2026· Bloomberg Surveillance
Investment-grade credit is suitable for generating additional income.
“we think that investment grade credit is a perfectly good way to gain some additional income.”
Listen at 31:29
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole Speech

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.