What podcasts say about U.S. stock market
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about U.S. stock market
15 statements · 3 positive · 10 negative · 1 mixed · 1 neutral
Current earnings are supporting stock prices despite higher yields
“for now, earnings are providing a nice offset and that's keeping stocks supported.”
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant ReactionListen at 15:27
Higher yields could eventually overwhelm earnings support for stocks
“Where are yields so high that that discount rate, that borrowing rate overwhelms the earnings story? And we don't know where that is.”
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant ReactionListen at 15:34
The US stock market is currently extremely expensive.
“the US, I think, is horrendously expensive.”
Open the episode · Hofflin: Big moves are creating great value on the ASXListen at 36:54
The US equity market is currently extremely expensive and speculative.
“the US, I think, is horrendously expensive. It is very highly priced, very frothy.”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 36:54
The US equity market could lose half or more of its value.
“US, I think, is in that position. It's a market that can halve or more than halve”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 37:28
The US stock market could halve or more because its earnings are overstated.
“It's a market that can halve or more than halve and it doesn't bounce because the earnings are just completely overstated.”
Open the episode · Hofflin: Big moves are creating great value on the ASXListen at 37:30
US equities trade above their historical valuation levels.
“the US as a market is trading at a premium relative to its own history”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 19:57
The US share of world markets has risen from 40% to nearly 70%.
“the US was 40% of world markets. And now it's almost 70”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 27:42
Staying invested in the US market with reinvested dividends could have quadrupled wealth.
“you could have forexed your money if you just stay invested and reinvested your dividends along the way in the US market.”
Open the episode · 3 impressive Aussie companies, how often should you invest & don’t listen to Michael BurryListen at 34:41
Persistently weak economic activity and consumer spending will hurt share markets
“if the economy stays this week and consumer spending stays this week, the share market will be impacted”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 28:33
U.S. government intervention against open-source AI would sharply damage the stock market.
“If the United States government intervenes, it will tank the stock market.”
Open the episode · The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?Listen at 11:46
Investors should avoid U.S. stocks.
“Don't own U.S. stocks. That's a simple strategy that you can act on.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 1:04
U.S. equities may not remain intact over five to ten years.
“I'm not confident that U.S. equities will be intact in five years, 10 years.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 19:46
The U.S. stock market is more expensive now than during the 2000 tech bubble.
“this is a higher price market I believe than 2000.”
Open the episode · Stock Market EMERGENCY: Sell Your Stocks Now, The Collapse Is Weeks Away!Listen at 20:23
U.S. equity markets appear to price in a resolution to the Iran conflict.
“the market at this point seems to be pricing in a resolution.”
Open the episode · Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken ElectionsListen at 1:12:12
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.