Investors / stance tracking
What Darrell Crunk is saying
FollowFollowingUnfollowWells Fargo Investment Institute (as introduced, Oct 2026)
5 dated public stances tracked since 2026-10-29, most recently 2026-10-29. 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 Darrell Crunk'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. Darrell Crunk is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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5
tracked stances
5
themes
0
side flips
2026-10-29
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| COMMUNICATION SERVICES SECTOR | 1 | 1 bullish | 2026-10-29 | |
| INDUSTRIALS | 1 | 1 bullish | 2026-10-29 | |
| Long Dur Treasuries | 1 | 1 bearish | 2026-10-29 | |
| Small Caps | 1 | 1 bearish | 2026-10-29 | |
| TECHNOLOGY SECTOR | 1 | 1 bearish | 2026-10-29 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-29
TECHNOLOGY SECTOR
bearish
Fox Business (uncut) · uncut_tv
Tech was downgraded on September 29th after doubling the S&P's performance during the April-September upgrade window because the sector is now overbought on a relative basis
“we don't like tech as much here because we think it's a little overbought”
Fox Business uncut 2026-10-29 14:02 ET (5 min)
Said again: 2026-10-29 (Fox Business (uncut))
2026-10-29
COMMUNICATION SERVICES SECTOR
bullish
Fox Business (uncut) · uncut_tv
After underperforming the S&P by ~2500bps and selling off sharply post-Alphabet earnings, large-cap communication services (Meta, Google) offer compelling value for investors with a 12-24 month horizon
“if you're patient and you've got 12 18 24 months it'd be a good buyer”
Fox Business uncut 2026-10-29 14:02 ET (5 min)
Said again: 2026-10-29 (Fox Business (uncut))
Materials and industrials offer 'tech adjacent' exposure to AI infrastructure buildout without the overbought valuation risk in pure tech, supported by visible spending from hyperscalers
“tech adjacent, so materials, industrials”
Fox Business uncut 2026-10-29 14:02 ET (5 min)
Said again: 2026-10-29 (Fox Business (uncut))
2026-10-29
Small Caps
bearish
Fox Business (uncut) · uncut_tv
Small caps broke below their 20-day and 50-day moving averages and face structural headwinds from high interest rates and high oil prices that disproportionately hurt lower-quality names in that cohort
“small caps need to fall further”
Fox Business uncut 2026-10-29 14:02 ET (5 min)
Said again: 2026-10-29 (Fox Business (uncut))
2026-10-29
Long Dur Treasuries
bearish
Fox Business (uncut) · uncut_tv
The recent decline in 10-30 year yields was short covering rather than a fundamental shift, and inflation signals in early PPI data mean the Fed needs to hike in December plus three more times in the following year, pushing yields higher
“we think rates still need to go higher”
Fox Business uncut 2026-10-29 14:02 ET (5 min)
Said again: 2026-10-29 (Fox Business (uncut))
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