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$103.711d -0.5%5d -0.3%settled close · 2026-11-02
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Mkt cap $31B (11/2)β 0.2152w $102–110Shares 298.5MNYSE Arca since 2002
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Who said what, and what LQD did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talking about LQD
60 long3 neutral20 shortlatest 2026-10-26
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-26 | Noah Weisberger | Bullish | Bloomberg TV (uncut) | Hyperscaler CapEx is a discretionary choice they can cut if needed, revenues are massive, and there is… |
| 2026-10-23 | Matt Miskin | Bullish | Bloomberg TV (uncut) | IG corps yielding ~6% with ~7yr duration offer high single-digit to low double-digit total returns as a… |
| 2026-10-23 | Vishy Tirupattur | Neutral | Bloomberg TV (uncut) | IG index spreads remain resilient because spread widening in AI-linked names reflects supply absorption… |
| 2026-10-23 | Michael Contopolis | Bearish | CNBC (uncut) | Spreads on both IG and HY corporate credit are not wide enough to compensate for downgrade risk and potential… |
| 2026-10-23 | Nadia LovellHead of global equity strategy, UBS Global Wealth Management | Bullish | Bloomberg Open Interest | 5% yields on Treasuries and ~6% on corporate credit represent a generational re-entry point for fixed income… |
| 2026-10-22 | Ivelina Green | Bearish | Bloomberg Open Interest | AI company IG issuance has hit 6% of the US IG market versus a 29-year historical peak of 3%, creating severe… |
| 2026-10-21 | Matt StuckeyChief Portfolio Manager, Equities, Northwestern Mutual Wealth Management | Bullish | Bloomberg TV (uncut) | Starting yields are attractive with a highly asymmetric 1-year forward skew (~1.5% downside vs ~12.5% upside… |
| 2026-10-21 | Alan RechtschaffenSenior Portfolio Manager, UBS Global Wealth Management | Bullish | CNBC (uncut) | Investors should lock in current yields in five-to-seven-year maturities because holding cash carries… |
| 2026-10-21 | Grant WilliamsFinancial writer & podcast host | Bullish | Grant Williams Podcast | Solid companies with strong track records and manageable debt profiles now offer yields high enough that the… |
| 2026-10-20 | Frank Rabinski | Bullish | Bloomberg TV (uncut) | IG yields at ~6% and 10-year treasuries near 5.25% provide genuine portfolio ballast again, restoring the… |
Show all 83 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-20 | Katarina SemenettiPrivate Wealth Advisor and Senior Portfolio Manager, Morgan Stanley Private Wealth Managem | Bullish | Bloomberg TV (uncut) | Rates at multi-decade highs create a rare window to lock in yields in high-quality fixed income; investors… |
| 2026-10-19 | Barry RitholtzCo-Founder & CIO, Ritholtz Wealth Management | Bullish | Excess Returns (feed) | 10-year Treasuries yielding above 5% and munis delivering 8–8.5% tax-equivalent yield in high-tax states are… |
| 2026-10-19 | Unknown | Neutral | CNBC (uncut) | Government bond yields have risen to a level that adequately compensates investors, removing the need to take… |
| 2026-10-17 | Lance RobertsChief Investment Strategist, RIA Advisors | Bullish | Thoughtful Money (Adam Taggart) | Record participation at recent 10-year and 30-year auctions signals genuine accumulation, and the 10-year… |
| 2026-10-17 | Bob MicheleCIO & head of global fixed income, J.P. Morgan Asset Management | Bullish | Masters in Business | AI hyperscalers with pristine balance sheets face seismic financing needs and are tapping public bond markets… |
| 2026-10-16 | Priya MisraPortfolio manager, J.P. Morgan Asset Management | Bullish | Bloomberg TV (uncut) | At 6–7% yields the carry cushion in high-quality IG corporates hedges AI-equity exposure and justifies… |
| 2026-10-15 | Jordan Chalfen | Bullish | CNBC (uncut) | Oracle bonds offer a safer AI infrastructure credit than CoreWeave — investment grade, declining OpEx… |
| 2026-10-14 | Jeffrey ShermanDeputy CIO, DoubleLine Capital | Bullish | CNBC (uncut) | Front-end repricing to ~480bps on 2-years makes high-quality short-duration credit portfolios attractive at… |
| 2026-10-14 | Ben InkerCo-head of Asset Allocation & portfolio manager, GMO | Bearish | Monetary Matters | HY and IG credit spreads are near historically tight levels (13th percentile for both) while AI-related debt… |
| 2026-10-13 | Jeffrey ShermanDeputy CIO, DoubleLine Capital | Bullish | DoubleLine Capital | A high-quality, low-duration bond portfolio yields 5–5.25% today, delivering ~150 bps over cash and a… |
| 2026-10-13 | Barry RitholtzCo-Founder & CIO, Ritholtz Wealth Management | Bullish | Excess Returns (feed) | A-rated corporates at current yields provide real return above inflation and GDP for the first time this… |
| 2026-10-13 | Cameron DawsonCIO, NewEdge Wealth | Bullish | Thoughtful Money (Adam Taggart) | Higher yields provide historically attractive nominal compensation, so tactically extending slightly beyond… |
| 2026-10-12 | Lance RobertsChief Investment Strategist, RIA Advisors | Bullish | Thoughtful Money (Adam Taggart) | BBB and A-rated spreads are not moving despite stress in lower-quality credit, confirming investment grade is… |
| 2026-10-10 | Bren | Bullish | Tom Lee | 7-year IG corporate bonds yielding 6%+ provide superior risk-adjusted returns versus dividend-yielding… |
| 2026-10-08 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | A Wealth of Common Sense (Ben Carlson) | Bond yields are at their most attractive levels in roughly 20 years (~5%), for the first time making fixed… |
| 2026-10-08 | Rick RiederCIO of Global Fixed Income, BlackRock | Bullish | Bloomberg Television | All-in yields on IG credit allow upgrading portfolio quality and adding convexity versus high yield and… |
| 2026-10-07 | Vishal KhandujaHead of Broad Markets Fixed Income, Morgan Stanley IM | Bearish | Bloomberg Surveillance | IG bond spreads don't compensate for ongoing price discovery risk because 90%+ of total return comes from… |
| 2026-10-05 | Omar AguilarCEO & CIO, Schwab Asset Management | Bullish | The Big Picture (Ritholtz) | 10-year yields near 4.8–5% are becoming attractive as term premium and fiscal deficits cap further rate… |
| 2026-10-02 | Seema ShahChief global strategist, Principal Asset Management | Bullish | Bloomberg Surveillance | Yields are technically and positionally near a peak, making this the right time to increase fixed income… |
| 2026-10-01 | Kelsey BerroFixed income portfolio manager, J.P. Morgan Asset Management | Bullish | Bloomberg Surveillance | The current bond sell-off is technically and momentum-driven rather than fundamental — core PCE 3-month run… |
| 2026-09-30 | Michael GatesHead of Americas model portfolio solutions, BlackRock | Bearish | Bloomberg The Close | Investment grade OAS at roughly 90bps is historically tight, so government bonds offer comparable carry… |
| 2026-09-28 | Bob MicheleCIO & head of global fixed income, J.P. Morgan Asset Management | Bullish | Bloomberg Surveillance | No recession expected, IG at ~100bps over governments yields ~6% all-in and offers adequate compensation… |
| 2026-09-28 | Amanda LynamChief credit strategist, Goldman Sachs | Bullish | Bloomberg Surveillance | Double-A and double-B rated bonds face dual headwinds from AI-related supply concentration and duration… |
| 2026-09-25 | Lotfi KarouiMulti-asset credit strategist, PIMCO | Bearish | Bloomberg Surveillance | Potentially another half-trillion in AI/hyperscaler bond issuance over the next 12 months will reprice… |
| 2026-09-21 | Jeffrey ShermanDeputy CIO, DoubleLine Capital | Bullish | Bloomberg The Close | Short-dated bonds from mega-cap hyperscalers like Alphabet and Meta are attractive because their diversified… |
| 2026-09-21 | Rick RiederCIO of Global Fixed Income, BlackRock | Bullish | BlackRock | After years of avoiding it, current IG yields are finally high enough to justify adding duration-lite spread… |
| 2026-09-17 | Harley BassmanManaging Partner, Simplify Asset Management | Bullish | Macro Voices | Despite unprecedented borrowing, hyperscalers all operate underlying highly profitable core businesses… |
| 2026-09-15 | Priya MisraPortfolio manager, J.P. Morgan Asset Management | Bullish | Bloomberg The Close | Company fundamentals are strong with unlevered balance sheets, and all-in yields of 6-7% are attracting… |
| 2026-09-15 | Rick RiederCIO of Global Fixed Income, BlackRock | Bullish | CNBC Halftime Committee | Sub-3-year duration high-grade bonds (BlackRock's BANK ETF) yield 7.2% at A-minus average rating with low… |
| 2026-09-11 | Robert TippChief investment strategist, PGIM Fixed Income | Bullish | Bloomberg The Close | A capital-rich environment where rate repricing reflects growth and neutral rate revision — not a… |
| 2026-09-07 | Rachana MehtaCo-head of regional fixed income, Maybank Asset Management | Bullish | Bloomberg The Close | Asian IG bonds yield 5.5–6% with strong domestic-buyer support, limited insolvency risk, and no need to… |
| 2026-08-23 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | A Wealth of Common Sense (Ben Carlson) | Bond convexity creates an asymmetric return profile—a 1% rate decline on the 10-year Treasury produces… |
| 2026-08-18 | Larry AdamCIO, Raymond James | Bullish | Bloomberg Open Interest | Inflation will trend lower over the next 12 months and the economy will be challenged in H2, driving rates… |
| 2026-08-07 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Hyperscaler bonds (Oracle at ~8-9% yield) offer compelling real yield from companies that are effectively a… |
| 2026-08-04 | Mickey MainiFounder, Solstice Laboratory | Bearish | Julia La Roche Show | AI CAPEX is fully front-loaded (doubled in one year, 100% of cash flow committed) while returns are 3–5 years… |
| 2026-07-15 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | The Compound | Bond yields are at the highest levels in 15 years while investors remain underallocated due to trauma from… |
| 2026-07-08 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | CNBC International | Credit on AI hyperscalers is underwritten against market capitalisation rather than true fundamentals; if… |
| 2026-07-07 | Camila AstaburuagaSenior portfolio manager, EFG Asset Management | Bullish | Bloomberg Television | Corporate balance sheets remain healthy, and mid-duration IG credit at 5-6% all-in yield provides a cushion… |
| 2026-07-06 | Russ BrownbackDeputy CIO & Head of Global Macro, BlackRock | Bullish | Bloomberg Television | Years of minimal net issuance have left excess liquidity starved for supply; when large tech companies issue… |
| 2026-07-02 | Rick RiederCIO of Global Fixed Income, BlackRock | Bearish | Bloomberg Television | US IG spreads are at historically tight levels while a record $1.1T+ issuance wave creates indigestion risk —… |
| 2026-06-19 | Michael ZezasHead of US Public Policy Research, Morgan Stanley | Neutral | The Compound | A secular growth environment driven by AI capex and reindustrialization keeps bonds in a coupon-clipping… |
| 2026-06-16 | Morris ChenPortfolio manager, DoubleLine | Bullish | Bloomberg ETF IQ | The CRE recovery over three years has been highly bifurcated, so rigorous bottom-up selectivity across… |
| 2026-06-15 | Rick RiederCIO of Global Fixed Income, BlackRock | Bullish | Bloomberg Podcasts | Wave of new tech/hyperscaler financing is creating tactical yield pick-up in converts and structured products… |
| 2026-06-15 | Dan IvascynGroup CIO, PIMCO | Bullish | The Compound | The scale of AI capital needs allows fixed income investors to negotiate favorable terms and structure deals… |
| 2026-05-18 | Christine BenzDirector of personal finance & retirement planning, Morningstar | Bullish | Bloomberg The Close | Bonds gained in all eight recessions going back to the Depression, providing consistent ballast; current… |
| 2026-05-05 | Rick RiederCIO of Global Fixed Income, BlackRock | Bullish | Bloomberg Podcasts | High risk-free rates make corporate yields attractive to institutional buyers (pensions, insurers), and 5-6%… |
| 2026-04-23 | Zachary GriffithsHead of US IG & macro strategy, CreditSights | Short | Bloomberg The Close | Hyperscaler AI CapEx debt issuance (~$750B this year, above consensus) will become a sustained technical… |
| 2026-04-17 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | Julia La Roche Show | In the speculation phase of the liquidity cycle, credit spreads have already captured most of their gains and… |
| 2026-04-07 | Kelsey BerroFixed income portfolio manager, J.P. Morgan Asset Management | Bullish | Bloomberg Surveillance | Hyperscaler IG bonds are priced at a discount due to elevated supply fears but are fundamentally… |
| 2026-03-27 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | Julia La Roche Show | Credit spreads are widening simultaneously with rising rates — an unusual financial-tightening signal — and… |
| 2026-03-24 | Matt WrzesniewskyHead of fixed income client portfolio management, Vanguard | Bullish | Bloomberg The Close | Investment grade corporates yielding around 5.25% all-in are attracting yield-focused buyers, and with credit… |
| 2026-03-13 | Host Benny The Squirrel | Short | Danielle DiMartino Booth | Credit spreads are historically tight (~106bps triple-B vs 200bps during SVB stress) despite private credit… |
| 2026-01-05 | Howard MarksCo-chairman, Oaktree Capital | Bullish | interview | Non-investment grade lending instruments contractually yield 7-8-9% today while the S&P 500 is priced to… |
| 2025-12-29 | Jan HatziusChief Economist, Goldman Sachs | Bearish | interview | Credit fundamentals are still okay but spreads are priced to a very positive scenario, leaving valuations… |
| 2025-09-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Credit spreads are near historic tights while the Treasury yield drop is eroding the total yield bogey that… |
| 2025-09-05 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | With Fed funds likely dropping to the mid-to-low 3s next year, locking in ~5% yields on IG credit today… |
| 2025-06-11 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Bloomberg US Aggregate yield-to-worst at ~4.7% historically predicts approximately equivalent 5-year forward… |
| 2025-05-23 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | High-quality corporate bonds with strong cash flows offer unusually attractive yield-lock opportunities at… |
| 2025-01-14 | Chris CaseyManaging Director, WindRock Wealth Management | Bearish | Wealthion | Credit spreads are near historically tight levels and Casey expects them to finally widen in 2025, making… |
| 2024-09-13 | Jurrien TimmerDirector of Global Macro, Fidelity Investments | Bullish | The Compound | Bonds now carry a positive real yield and have re-established their negative correlation to equities… |
| 2024-09-11 | Laila KollmorgenManaging Director, PineBridge Investments | Bullish | Forward Guidance | CLOs are floating-rate with layered structural subordination that absorbs defaults before touching debt… |
| 2024-08-28 | Emily RolandCo-chief investment strategist, Manulife John Hancock Investments | Bullish | Bloomberg Surveillance | Single-A IG corporate bonds yielding 4-5% are historically elevated; now is the optimal time to lock in carry… |
| 2024-08-28 | Marilyn WatsonHead of global fundamental fixed income strategy, BlackRock | Bullish | Bloomberg Surveillance | Liquid, cash-generative securitized names offer decent yield and carry with significant portfolio… |
| 2024-08-28 | Emily RolandCo-chief investment strategist, Manulife John Hancock Investments | Bullish | Bloomberg Surveillance | Single-A IG corporates yielding 4–5% are at historically elevated levels; with initial jobless claims and… |
| 2024-08-28 | Marilyn WatsonHead of global fundamental fixed income strategy, BlackRock | Bullish | Bloomberg Surveillance | Eurozone IG credit at the front end offers very attractive all-in yields and valuations that become even more… |
| 2024-07-17 | G. Scott ClemonsPartner & chief investment strategist, Brown Brothers Harriman | Bullish | Bloomberg Surveillance | For the first time in 12-15 years fixed income offers real yield, and with rates likely falling over the next… |
| 2024-04-05 | Cliff AsnessCo-founder/CIO, AQR Capital | Bullish | The Meb Faber Show | After the 2022 drawdown that brought real yields back to historically normal levels (~2% on long-term TIPS)… |
| 2023-09-14 | Harley BassmanManaging Partner, Simplify Asset Management | Bearish | Macro Voices | IG spreads near the long-term average (~65bp) offer no incremental compensation for the recession the Fed is… |
| 2022-12-16 | David RosenbergEconomist — Rosenberg Research | Bullish | Foremost Financial | Short duration limits rate sensitivity while current yields offer meaningful income; select parts of the… |
| 2022-07-25 | Josh FriedmanCo-CEO & Co-Founder, Canyon Partners | Bullish | Capital Allocators | Fed rate hikes triggered indiscriminate mutual-fund selling that pushed prices 15-20 points lower on… |
| 2020-04-09 | Cliff AsnessCo-founder/CIO, AQR Capital | Bearish | The Rational Reminder Podcast | Both US equities (elevated Shiller CAPE) and bonds (historically low yields) are priced for below-historical… |
| 2019-02-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | Yahoo Finance | Late-cycle leverage in the corporate economy has produced mispriced investment-grade paper analogous to… |
| 2013-05-29 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | gmshadowtraders | 2-year treasuries yield ~20bps — equivalent to cash — while the Fed has pledged zero short rates, making any… |
4 new mentions of LQD this week are not on this page yet. Follow it free and new calls come to you in The Brief, the free morning email. Free pages update a week later.
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The options tape
Notable options days
Sessions in the last 120 where LQD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 12 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-29 | ||||||
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| 2026-09-11 | ||||||
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| 2026-08-17 | ||||||
| 2026-07-24 | ||||||
| 2026-07-23 | ||||||
| 2026-07-20 | ||||||
| 2026-07-16 | ||||||
| 2026-07-13 | ||||||
| 2026-06-15 |
+20 sess. = raw price change over the following 20
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