What podcasts say about Troy Gayeski
Every statement, with the speaker, the exact quote and the moment it was said.
What Troy Gayeski has said on podcasts
13 statements · 7 positive · 5 negative · 1 neutral
The president views economics and trade as zero-sum activities.
“the president sees economics and trade as a zero-sum game”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 14:53
The United States is more likely to reach long-term trade agreements with Mexico than Canada.
“I think we're in a better place with Mexico and more likely to get longer term agreements with Mexico than we are with Canada.”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 16:09
The administration is lowering some tariffs because it is concerned about affordability.
“the administration is still very concerned on affordability, and that's why they're lowering tariffs on other products.”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 17:31
Democrats are likely to gain seats in the midterm elections.
“the party out of power, the Democrats, are likely to pick up seats in the midterms”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 18:18
The administration faces a difficult two-year period after the midterms.
“It's going to be a rocky two years”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 18:53
Capital concentration in AI has increased substantially across markets.
“the concentration has gone up substantially”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 22:51
Insufficient AI returns could produce a significantly negative economic outcome.
“That could lead to, obviously, a very negative economic outcome”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 23:38
AI investment will probably ultimately perform well.
“It will more than likely turn out fine.”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 24:44
Niche private-market opportunities have not yet experienced crowding out.
“we just haven't seen any evidence of crowding out in that niche area of the market”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 26:06
The Russell 2000 trades at higher valuation multiples than the Nasdaq and S&P 500.
“the Russell trades more expensively on a P basis than the NASDAQ and on the enterprise value EBITDA basis than the S&P”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 26:16
The Russell 2000 is expensive relative to larger indices with better growth prospects.
“it just strikes us as very expensive relative to larger indices that are out there with better growth prospects”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 26:30
Fed rate cuts have reduced private borrowers’ interest expense by about 15%.
“having the Fed lower rates by 175 basis points so far has reduced interest expense for private borrowers by about 15%”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 27:07
The front end faces no further pressure, and the Fed is not expected to hike rates.
“We don't expect further pressures in the front end. We're not expecting the Fed to actually hike rates.”
Open the episode · Bloomberg Surveillance TV: August 24th, 2026Listen at 27:21
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.