CIO, Franklin Income Investors
4 dated public stances tracked since 2026-03-07, most recently 2026-03-07. 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 Ed Perks'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. Ed Perks is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-03-07 | long AMZN / long MSFT / long META | basket | +3.0% | +13.6% | — |
| 2026-03-07 | SO | bullish | -4.0% | -7.2% | — |
| 2026-03-07 | Mortgage Reits | owns | -0.7% | +1.7% | — |
| 2026-03-07 | INDUSTRIALS | bullish | +2.2% | +2.7% | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| INDUSTRIALS | 1 | | 1 bullish | 2026-03-07 |
| Mortgage Reits | 1 | | 1 bullish | 2026-03-07 |
| SO | 1 | | 1 bullish | 2026-03-07 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-03-07
long AMZN / long MSFT / long META
basket
Masters in Business · video
Non-dividend-paying mega-cap tech names can be accessed via convertible-like structured equity instruments to blend yield up to income-strategy levels while retaining meaningful upside participation
“convertible like instruments in Amazon in Microsoft in Meta”
90d +3.0% · 180d +13.6%
Income Investing: Masters in Business with Ed Perks
2026-03-07
Mortgage Reits
owns
Masters in Business · video
Agency MBS spreads had widened materially relative to investment grade corporates, making them the more attractive carry source in the current income-focused environment where total return from rates is muted
“agency mortgages tend to be our core component within that part of the fixed income markets”
90d -0.7% · 180d +1.7%
Income Investing: Masters in Business with Ed Perks
2026-03-07
SO
bullish
Masters in Business · video
Southern Company has delivered consistent dividend growth and matched S&P 500 total returns since 2002, offering a reliable income stream from a regulated utility with a multi-decade track record
“Southern Company has actually matched the return of the S&P 500 going back to 2002”
90d -4.0% · 180d -7.2%
Income Investing: Masters in Business with Ed Perks
2026-03-07
INDUSTRIALS
bullish
Masters in Business · video
Utilities and industrials trade at reasonable valuations relative to mega-cap tech and stand to benefit from secular tailwinds in manufacturing investment and nearshoring of supply chains over the rest of the decade
“there's a lot of companies whether it's utilities or industrials that I think have a pretty interesting profile for the rest of the decade”
90d +2.2% · 180d +2.7%
Income Investing: Masters in Business with Ed Perks
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