Investors / stance tracking
What Andrew Borsa is saying
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4 dated public stances tracked since 2026-10-16, most recently 2026-10-16. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Andrew Borsa's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Andrew Borsa is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
4
themes
0
side flips
2026-10-16
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| High Yield | 1 | 1 bearish | 2026-10-16 | |
| Long Dur Treasuries | 1 | 1 bullish | 2026-10-16 | |
| TECHNOLOGY SECTOR CREDIT | 1 | 1 bearish | 2026-10-16 | |
| USTS | 1 | 1 bearish | 2026-10-16 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-16
Long Dur Treasuries
bullish
Bloomberg TV (uncut) · uncut_tv
AI sector uncertainty is driving equity-to-fixed-income rotation, and 10yr/30yr yields offer good value with capital gain potential if AI spending disappoints
“the 10-year part of the curve, the 30-year part of the curve, we see good value there”
Bloomberg TV uncut 2026-10-16 06:30 ET (30 min)
2026-10-16
High Yield
bearish
Bloomberg TV (uncut) · uncut_tv
High yield spreads are not wide enough to compensate for downside risk, with asymmetric potential for significant widening as rate pressure hits leveraged borrowers
“you could see spreads quite a bit wider. So overall, caution on credit”
Bloomberg TV uncut 2026-10-16 06:30 ET (30 min)
2026-10-16
TECHNOLOGY SECTOR CREDIT
bearish
Bloomberg TV (uncut) · uncut_tv
Massive AI-related debt issuance pipeline in 2026 and 2027 will pressure technology credit spreads; only the highest-quality names are worth holding
“there's an awful lot of issuance this year and next year. This can certainly put pressure on technology as a sector”
Bloomberg TV uncut 2026-10-16 06:30 ET (30 min)
France's deteriorating fiscal outlook makes it a higher-beta underperformer during fixed income sell-offs, and market pressure during September's volatility confirmed this dynamic
“I think a little bit of caution on France makes a lot of sense given the fiscal outlook”
Bloomberg TV uncut 2026-10-16 06:30 ET (30 min)
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