Investors / stance tracking
What David Kudla is saying
FollowFollowingUnfollowCEO & chief investment strategist, Mainstay Capital Management
4 dated public stances tracked since 2026-10-22, 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 David Kudla'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. David Kudla is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
3
themes
0
side flips
2026-10-22
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AI AND TECHNOLOGY STOCKS | 1 | 1 bullish | 2026-10-22 | |
| USTS | 1 | 1 neutral | 2026-10-22 | |
| VFLO | 1 | 1 bullish | 2026-10-22 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-22
long HGER / long PDBC
basket
Bloomberg TV (uncut) · uncut_tv
Long positions in diversified commodity ETFs HGER and PDBC can smooth portfolio volatility because they frequently hold steady or rise when equities decline.
“That's part of portfolio diversification; that's what we need to do to smooth out this ride.”
Bloomberg TV uncut 2026-10-22 10:59 ET (30 min)
Japan's rising rates and unsustainable sovereign-debt dynamics should continue pressuring Japanese government bonds.
“We shorted JGBs back in early '24, and that's the gift that just keeps giving.”
Bloomberg TV uncut 2026-10-22 10:59 ET (30 min)
2026-10-22
AI AND TECHNOLOGY STOCKS
bullish
Bloomberg TV (uncut) · uncut_tv
AI technology will be transformational rather than mere hype, supporting the long-term trade despite recurring sharp pullbacks.
“We still are high on tech and AI as a longer-term trade.”
Bloomberg TV uncut 2026-10-22 10:59 ET (30 min)
2026-10-22
VFLO
bullish
Bloomberg TV (uncut) · uncut_tv
The VictoryShares Free Cash Flow ETF diversifies portfolios into value while emphasizing favored energy and technology exposure and avoiding financials.
“One ETF we like, we call it VFLO.”
Bloomberg TV uncut 2026-10-22 10:59 ET (30 min)
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