Investors / stance tracking
What Brian Levitt is saying
FollowFollowingUnfollowGlobal market strategist, Invesco
4 dated public stances tracked since 2025-12-11, most recently 2026-10-22. 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 Brian Levitt'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. Brian Levitt 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
2026-10-22
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AI EQUITIES | 1 | 1 bullish | 2026-10-22 | |
| FINANCIALS AND HEALTHCARE SECTORS | 1 | 1 bullish | 2026-06-12 | |
| NVDA | 1 | 1 bullish | 2026-10-22 | |
| S | 1 | 1 bullish | 2025-12-11 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-22
AI EQUITIES
bullish
CNBC (uncut) · uncut_tv
The AI trade remains on a long-term growth trajectory because revenue and usage trends are positive and leading hyperscalers and NVIDIA trade at reasonable valuations despite investment concerns.
“I don't think this is the end of the AI trade.”
CNBC uncut 2026-10-22 14:02 ET (5 min)
NVIDIA remains a quality holding trading at reasonable valuations with a long-term growth trajectory, and the current AI-spending-concern sell-off represents digestion rather than the end of the structural cycle
“I would still look at a company like NVIDIA as quality”
CNBC uncut 2026-10-22 14:07 ET (5 min)
2026-06-12
FINANCIALS AND HEALTHCARE SECTORS
bullish
The Compound · video
Financials and healthcare have underperformed during the AI infrastructure buildout but stand to capture substantial earnings gains as AI adoption improves operational efficiency and reduces costs within those industries, particularly in areas like…
“those are places of the market where you would expect to see substantial gains as a result of incorporating artificial intelligence”
Why the Knockout Punch Never Comes | TCAF 246
Fed easing combined with a pickup in economic activity allows investors to build better-value portfolios through equal-weight, non-US, and down-capitalization exposures as the cycle broadens out
“you can build better value portfolios whether that's non-US whether that's down capitalization equal weight”
Tom Lee: What’s in store for markets in 2026?
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